SUMMIT PLACE FINANCIAL ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$377,000
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.08% | -1.95K shares | -78K | $31.67 | 11.9K |
| Q2 2022 | share | Increase | +9.06% | 1.15K shares | -8K | $32.88 | 13.85K |
| Q1 2022 | share | Increase | +4.53% | 550 shares | -16K | $36.42 | 12.7K |
| Q4 2021 | share | Increase | +23.04% | 2.27K shares | 96K | $39.33 | 12.15K |
| Q3 2021 | share | Increase | +29.08% | 2.22K shares | 82K | $38.4 | 9.87K |
| Q2 2021 | share | Increase | +22.40% | 1.4K shares | 61K | $38.47 | 7.65K |
| Q1 2021 | share | Increase | 0.00% | 6.25K shares | 240K | $37.11 | 6.25K |