CLEARVIEW WEALTH ADVISORS LLC – iShares Preferred and Income Securities ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$73,000
portfolio value
CLEARVIEW WEALTH 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 | +1.32% | 30 shares | -2K | $31.67 | 2.30K |
| Q2 2022 | share | Increase | +1.20% | 27 shares | -7K | $32.88 | 2.27K |
| Q1 2022 | share | Increase | +0.63% | 14 shares | -6K | $36.42 | 2.24K |
| Q4 2021 | share | Increase | +1.36% | 30 shares | 2K | $39.33 | 2.23K |
| Q3 2021 | share | Increase | +1.19% | 26 shares | 0 | $38.4 | 2.20K |
| Q2 2021 | share | Increase | +1.21% | 26 shares | 3K | $38.47 | 2.17K |
| Q1 2021 | share | Increase | +0.80% | 17 shares | 1K | $37.11 | 2.15K |
| Q4 2020 | share | Increase | 0.00% | 2.13K shares | 82K | $36.92 | 2.13K |