LUMATURE WEALTH PARTNERS, LLC – iShares Preferred and Income Securities ETF Transaction History
LUMATURE WEALTH PARTNERS, LLC portfolio value:
$340,000
portfolio value
LUMATURE WEALTH PARTNERS, 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 | -13K | $31.67 | 10.75K | |
| Q2 2022 | share | 0.00% | 0 shares | -39K | $32.88 | 10.75K | |
| Q1 2022 | share | 0.00% | 0 shares | -32K | $36.42 | 10.75K | |
| Q4 2021 | share | Increase | +5.91% | 600 shares | 30K | $39.33 | 10.75K |
| Q3 2021 | share | Increase | +1.50% | 150 shares | 1K | $38.4 | 10.15K |
| Q2 2021 | share | Increase | +42.86% | 3K shares | 124K | $38.47 | 10K |
| Q1 2021 | share | Decrease | -25.46% | -2.39K shares | -93K | $37.11 | 7K |
| Q4 2020 | share | Increase | 0.00% | 9.39K shares | 362K | $36.92 | 9.39K |