STRATEGIC WEALTH INVESTMENT GROUP, LLC – iShares Preferred and Income Securities ETF Transaction History
STRATEGIC WEALTH INVESTMENT GROUP, LLC portfolio value:
$11.57M
portfolio value
STRATEGIC WEALTH INVESTMENT GROUP, 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 | Increase | +12.32% | 40.09K shares | 875K | $31.67 | 365.53K |
| Q2 2022 | share | Decrease | -7.22% | -25.30K shares | -2.07M | $32.88 | 325.44K |
| Q1 2022 | share | Increase | +12.83% | 39.88K shares | 516K | $36.42 | 350.74K |
| Q4 2021 | share | Increase | +8.34% | 23.92K shares | 1.11M | $39.33 | 310.86K |
| Q3 2021 | share | Increase | +18.13% | 44.03K shares | 1.59M | $38.4 | 286.94K |
| Q2 2021 | share | Increase | +25.54% | 49.41K shares | 2.12M | $38.47 | 242.90K |
| Q1 2021 | share | Increase | +20.62% | 33.07K shares | 1.25M | $37.11 | 193.49K |
| Q4 2020 | share | Increase | +19.41% | 26.07K shares | 1.28M | $36.92 | 160.42K |
| Q3 2020 | share | Increase | +12.34% | 14.75K shares | 755K | $34.46 | 134.34K |
| Q2 2020 | share | Decrease | -8.20% | -10.68K shares | -6K | $32.3 | 119.58K |
| Q1 2020 | share | Increase | +15.31% | 17.3K shares | -99K | $29.23 | 130.27K |
| Q4 2019 | share | Increase | 0.00% | 112.97K shares | 4.24M | $34.22 | 112.97K |