LEGACY WEALTH PLANNING, LLC – iShares Expanded Tech-Software Sector ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$624,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-7.23%
quarter
iShares Expanded Tech-Software Sector ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.38% | -142 shares | -87K | $250.13 | 2.49K |
| Q2 2022 | share | Decrease | -0.23% | -6 shares | -201K | $269.61 | 2.63K |
| Q1 2022 | share | Increase | +16.07% | 366 shares | 7K | $344.94 | 2.64K |
| Q4 2021 | share | Decrease | -29.98% | -975 shares | -393K | $401.35 | 2.27K |
| Q3 2021 | share | Increase | +11.41% | 333 shares | 159K | $399.14 | 3.25K |
| Q2 2021 | share | Increase | +10.11% | 268 shares | 234K | $390.04 | 2.91K |
| Q1 2021 | share | Increase | 0.00% | 2.65K shares | 905K | $341.42 | 2.65K |