STEEL PEAK WEALTH MANAGEMENT LLC – iShares California Muni Bond ETF Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$2.72M
portfolio value
STEEL PEAK WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.97%
quarter
iShares California Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.49% | -13.76K shares | -890K | $54.22 | 50.29K |
| Q2 2022 | share | Decrease | -1.33% | -866 shares | -161K | $56.46 | 64.06K |
| Q1 2022 | share | Decrease | -1.64% | -1.08K shares | -336K | $58.18 | 64.93K |
| Q4 2021 | share | Increase | +24.17% | 12.84K shares | 814K | $62.3 | 66.01K |
| Q3 2021 | share | Increase | +2.40% | 1.24K shares | 49K | $61.83 | 53.16K |
| Q2 2021 | share | Increase | +2.26% | 1.14K shares | 97K | $62.14 | 51.91K |
| Q1 2021 | share | Decrease | -0.21% | -106 shares | -43K | $61.4 | 50.77K |
| Q4 2020 | share | Increase | +0.28% | 141 shares | 31K | $61.93 | 50.87K |
| Q3 2020 | share | Increase | +20.31% | 8.56K shares | 545K | $61.15 | 50.73K |
| Q2 2020 | share | Increase | +35.16% | 10.96K shares | 733K | $60.66 | 42.17K |
| Q1 2020 | share | Increase | +6.51% | 1.90K shares | 94K | $58.76 | 31.20K |
| Q4 2019 | share | Increase | 0.00% | 29.29K shares | 1.79M | $59.26 | 29.29K |