LEVY WEALTH MANAGEMENT GROUP, LLC – Global X U.S. Preferred ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$328,000
portfolio value
LEVY WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-3.30%
quarter
Global X U.S. Preferred ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +51.29% | 5.42K shares | 104K | $20.51 | 16K |
| Q2 2022 | share | Increase | +0.94% | 99 shares | -22K | $21.21 | 10.57K |
| Q1 2022 | share | Increase | +0.85% | 88 shares | -22K | $23.5 | 10.47K |
| Q4 2021 | share | Increase | 0.00% | 10.38K shares | 268K | $25.68 | 10.38K |