TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – iShares Preferred and Income Securities ETF Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$216,000
portfolio value
TAYLOR & MORGAN WEALTH MANAGEMENT, 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 | Decrease | -22.06% | -1.92K shares | -71K | $31.67 | 6.81K |
| Q2 2022 | share | Decrease | -5.37% | -496 shares | -49K | $32.88 | 8.74K |
| Q1 2022 | share | Increase | +0.04% | 4 shares | -28K | $36.42 | 9.23K |
| Q4 2021 | share | Increase | 0.00% | 9.23K shares | 364K | $39.33 | 9.23K |