SOURCE FINANCIAL ADVISORS LLC – iShares MBS ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$957,000
portfolio value
SOURCE FINANCIAL ADVISORS LLC quarter portfolio value change:
-6.06%
quarter
iShares MBS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.19% | -1.18K shares | -178K | $91.58 | 10.45K |
| Q2 2022 | share | Decrease | -2.14% | -255 shares | -77K | $97.49 | 11.64K |
| Q1 2022 | share | Decrease | -14.41% | -2.00K shares | -281K | $101.87 | 11.89K |
| Q4 2021 | share | Decrease | -3.00% | -430 shares | -57K | $107.36 | 13.89K |
| Q3 2021 | share | Increase | +0.79% | 112 shares | 11K | $108.12 | 14.32K |
| Q2 2021 | share | Decrease | -66.72% | -28.5K shares | -3.09M | $107.96 | 14.21K |
| Q1 2021 | share | Increase | +7.77% | 3.07K shares | 266K | $107.68 | 42.71K |
| Q4 2020 | share | Increase | 0.00% | 39.63K shares | 4.36M | $108.99 | 39.63K |