HERITAGE WEALTH MANAGEMENT, LLC – iShares Preferred and Income Securities ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$214,000
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -8.59K | $31.67 | 6.77K | |
| Q2 2022 | share | Decrease | -5.83% | -419 shares | -39.40K | $32.88 | 6.77K |
| Q1 2022 | share | Decrease | -10.78% | -869 shares | -51K | $36.42 | 7.18K |
| Q3 2021 | share | Increase | +11.08% | 804 shares | 28K | $38.4 | 8.05K |
| Q2 2021 | share | Decrease | -10.57% | -857 shares | -26K | $38.47 | 7.25K |
| Q1 2021 | share | Increase | 0.00% | 8.11K shares | 311K | $37.11 | 8.11K |