U.S. CAPITAL WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$6.04M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, 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 | Decrease | -3.21% | -6.32K shares | -439K | $31.67 | 190.98K |
| Q2 2022 | share | Decrease | -20.16% | -49.80K shares | -2.51M | $32.88 | 197.30K |
| Q1 2022 | share | Decrease | -4.47% | -11.55K shares | -1.19M | $36.42 | 247.11K |
| Q4 2021 | share | Increase | +3.29% | 8.23K shares | 481K | $39.33 | 258.67K |
| Q3 2021 | share | Increase | 0.00% | 250.44K shares | 9.71M | $38.4 | 250.44K |