ATLAS PRIVATE WEALTH ADVISORS – iShares U.S. Energy ETF Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$244,000
portfolio value
ATLAS PRIVATE WEALTH ADVISORS quarter portfolio value change:
+3.12%
quarter
iShares U.S. Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 7K | $39.31 | 6.21K | |
| Q2 2022 | share | Increase | +0.10% | 6 shares | -17K | $38.12 | 6.21K |
| Q1 2022 | share | Decrease | -100.00% | -5.11K shares | -144K | $40.92 | 0 |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $28.26 | 5.11K | |
| Q2 2021 | share | 0.00% | 0 shares | 15K | $28.77 | 5.11K | |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $25.77 | 5.11K | |
| Q4 2020 | share | Decrease | -0.47% | -24 shares | 21K | $19.8 | 5.11K |
| Q3 2020 | share | 0.00% | 0 shares | -21K | $15.46 | 5.13K | |
| Q2 2020 | share | Increase | 0.00% | 5.13K shares | 103K | $19.06 | 5.13K |