WEALTHGATE FAMILY OFFICE, LLC – iShares U.S. Financial Services ETF Transaction History
WEALTHGATE FAMILY OFFICE, LLC portfolio value:
$3.09M
portfolio value
WEALTHGATE FAMILY OFFICE, LLC quarter portfolio value change:
-4.71%
quarter
iShares U.S. Financial Services ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 7 shares | -152K | $141.24 | 21.94K |
| Q2 2022 | share | Increase | +0.02% | 5 shares | -703K | $148.22 | 21.93K |
| Q1 2022 | share | Increase | +0.02% | 5 shares | -279K | $180.33 | 21.92K |
| Q4 2021 | share | Increase | +0.02% | 4 shares | 108K | $193.45 | 21.92K |
| Q3 2021 | share | Increase | +0.02% | 4 shares | 66K | $188.18 | 21.91K |
| Q2 2021 | share | Increase | +0.01% | 2 shares | 306K | $184.52 | 21.91K |
| Q1 2021 | share | Increase | +0.02% | 4 shares | 466K | $170.26 | 21.91K |
| Q4 2020 | share | Increase | 0.00% | 21.90K shares | 3.28M | $148.69 | 21.90K |