LAIDLAW WEALTH MANAGEMENT LLC – iShares U.S. Financials ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$389,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.47%
quarter
iShares U.S. Financials ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.77% | 100 shares | -7K | $67.55 | 5.75K |
| Q2 2022 | share | Increase | +3.25% | 178 shares | -67K | $69.98 | 5.65K |
| Q1 2022 | share | Increase | +39.47% | 1.55K shares | 122K | $84.53 | 5.48K |
| Q4 2021 | share | Increase | 0.00% | 3.93K shares | 341K | $86.79 | 3.93K |