TRUEWEALTH ADVISORS, LLC – iShares U.S. Financials ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$288,000
portfolio value
TRUEWEALTH ADVISORS, LLC 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 | Decrease | -31.18% | -1.92K shares | -145K | $67.55 | 4.25K |
| Q2 2022 | share | Decrease | -31.21% | -2.80K shares | -346K | $69.98 | 6.18K |
| Q1 2022 | share | Decrease | -13.20% | -1.18K shares | -177K | $84.53 | 7.80K |
| Q4 2021 | share | Decrease | -8.30% | -814 shares | -30K | $86.79 | 8.99K |
| Q3 2021 | share | Decrease | -9.19% | -992 shares | -66K | $82.55 | 9.80K |
| Q2 2021 | share | Decrease | -72.24% | -28.09K shares | -2.12M | $80.71 | 10.79K |
| Q1 2021 | share | Increase | +25.20% | 7.82K shares | 875K | $74.37 | 38.89K |
| Q4 2020 | share | Increase | 0.00% | 31.06K shares | 2.12M | $66.09 | 31.06K |