HIGHMARK WEALTH MANAGEMENT LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
HIGHMARK WEALTH MANAGEMENT LLC portfolio value:
$30,000
portfolio value
HIGHMARK WEALTH MANAGEMENT LLC quarter portfolio value change:
-2.51%
quarter
iShares 1-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -44.03% | -476 shares | -25K | $49.28 | 605 |
| Q2 2022 | share | Increase | +3.05% | 32 shares | 1K | $50.55 | 1.08K |
| Q1 2022 | share | Increase | +13.04% | 121 shares | 4K | $51.72 | 1.04K |
| Q4 2021 | share | Increase | +17.47% | 138 shares | 7K | $53.9 | 928 |
| Q3 2021 | share | Increase | +36.21% | 210 shares | 11K | $54.35 | 790 |
| Q2 2021 | share | Increase | 0.00% | 580 shares | 32K | $54.31 | 580 |