CAROLINAS WEALTH CONSULTING LLC – iShares U.S. Utilities ETF Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$151,000
portfolio value
CAROLINAS WEALTH CONSULTING LLC quarter portfolio value change:
-5.22%
quarter
iShares U.S. Utilities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.65% | 12 shares | -8K | $81.13 | 1.86K |
| Q2 2022 | share | Increase | +0.49% | 9 shares | -9K | $85.6 | 1.85K |
| Q1 2022 | share | Increase | +0.60% | 11 shares | 6K | $91 | 1.84K |
| Q4 2021 | share | Increase | +0.55% | 10 shares | 18K | $88.04 | 1.83K |
| Q3 2021 | share | Increase | +0.66% | 12 shares | 2K | $78.94 | 1.82K |
| Q2 2021 | share | Increase | +0.67% | 12 shares | -1K | $78.01 | 1.81K |
| Q1 2021 | share | Increase | +0.73% | 13 shares | 4K | $78.54 | 1.8K |
| Q4 2020 | share | Decrease | -29.48% | -747 shares | -46K | $76.07 | 1.78K |
| Q3 2020 | share | Increase | +0.88% | 22 shares | 9K | $71.02 | 2.53K |
| Q2 2020 | share | Increase | +0.72% | 18 shares | 4K | $67.6 | 2.51K |
| Q1 2020 | share | Increase | +56.46% | 900 shares | 43K | $66.1 | 2.49K |
| Q4 2019 | share | Increase | 0.00% | 1.59K shares | 129K | $76.9 | 1.59K |