TRUEWEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$2.08M
portfolio value
TRUEWEALTH 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 | Increase | +4.28% | 2.69K shares | 9K | $31.67 | 65.71K |
| Q2 2022 | share | Decrease | -0.32% | -200 shares | -421K | $32.88 | 63.01K |
| Q1 2022 | share | Decrease | -0.41% | -261 shares | -389K | $36.42 | 62.95K |
| Q4 2021 | share | Increase | +3.50% | 2.13K shares | 123K | $39.33 | 63.21K |
| Q3 2021 | share | Increase | +139.83% | 35.61K shares | 1.36M | $38.4 | 61.07K |
| Q2 2021 | share | Decrease | -82.89% | -123.33K shares | -4.74M | $38.47 | 25.46K |
| Q1 2021 | share | Increase | 0.00% | 148.80K shares | 5.74M | $37.11 | 148.80K |