LEGACY WEALTH PLANNING, LLC – iShares Expanded Tech Sector ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$325,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-6.11%
quarter
iShares Expanded Tech Sector ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.82% | 75 shares | 1K | $276.41 | 1.17K |
| Q2 2022 | share | 0.00% | 0 shares | -103K | $294.39 | 1.09K | |
| Q1 2022 | share | Increase | +29.45% | 250 shares | 54K | $388.63 | 1.09K |
| Q4 2021 | share | 0.00% | 0 shares | 30K | $442.45 | 849 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $403.65 | 849 | |
| Q2 2021 | share | 0.00% | 0 shares | 37K | $403.81 | 849 | |
| Q1 2021 | share | 0.00% | 0 shares | 9K | $360.56 | 849 | |
| Q4 2020 | share | Decrease | -10.54% | -100 shares | 4K | $349.34 | 849 |
| Q3 2020 | share | 0.00% | 0 shares | 28K | $308.47 | 949 | |
| Q2 2020 | share | 0.00% | 0 shares | 64K | $278.36 | 949 | |
| Q1 2020 | share | Increase | 0.00% | 949 shares | 201K | $210.96 | 949 |