ATLAS PRIVATE WEALTH ADVISORS – iShares U.S. Financials ETF Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$426,000
portfolio value
ATLAS PRIVATE WEALTH ADVISORS quarter portfolio value change:
-3.47%
quarter
iShares U.S. Financials ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -15K | $67.55 | 6.3K | |
| Q2 2022 | share | Decrease | -1.56% | -100 shares | -100K | $69.98 | 6.3K |
| Q1 2022 | share | 0.00% | 0 shares | 27K | $84.53 | 6.4K | |
| Q3 2021 | share | 0.00% | 0 shares | 9K | $82.55 | 6.4K | |
| Q2 2021 | share | Decrease | -36.95% | -3.75K shares | -241K | $80.71 | 6.4K |
| Q1 2021 | share | Increase | +14.04% | 1.25K shares | 166K | $74.37 | 10.15K |
| Q4 2020 | share | Increase | +28.99% | 2K shares | 202K | $66.09 | 8.9K |
| Q3 2020 | share | 0.00% | 0 shares | 12K | $55.94 | 6.9K | |
| Q2 2020 | share | Increase | 0.00% | 6.9K shares | 380K | $53.99 | 6.9K |