FALCON WEALTH PLANNING – iShares Preferred and Income Securities ETF Transaction History
FALCON WEALTH PLANNING portfolio value:
$8.82M
portfolio value
FALCON WEALTH PLANNING 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 | +4.61% | 12.27K shares | 66K | $31.67 | 278.71K |
| Q2 2022 | share | Decrease | -5.30% | -14.9K shares | -1.48M | $32.88 | 266.44K |
| Q1 2022 | share | Increase | +20.58% | 48.02K shares | 1.04M | $36.42 | 281.34K |
| Q4 2021 | share | Increase | +93.07% | 112.46K shares | 4.51M | $39.33 | 233.31K |
| Q3 2021 | share | Increase | +531.86% | 101.72K shares | 3.93M | $38.4 | 120.84K |
| Q2 2021 | share | Decrease | -0.30% | -58 shares | 15K | $38.47 | 19.12K |
| Q1 2021 | share | Decrease | -9.75% | -2.07K shares | -82K | $37.11 | 19.18K |
| Q4 2020 | share | Increase | 0.00% | 21.25K shares | 819K | $36.92 | 21.25K |