SAX WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$4.07M
portfolio value
SAX 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 | Decrease | -12.33% | -18.07K shares | -749K | $31.67 | 128.53K |
| Q2 2022 | share | Decrease | -10.31% | -16.85K shares | -1.13M | $32.88 | 146.60K |
| Q1 2022 | share | Decrease | -0.96% | -1.61K shares | -566K | $36.42 | 166.90K |
| Q4 2021 | share | Increase | +24.09% | 32.71K shares | 1.37M | $39.33 | 168.52K |
| Q3 2021 | share | Increase | +18.58% | 21.28K shares | 765K | $38.4 | 135.80K |
| Q2 2021 | share | Increase | +15.98% | 15.77K shares | 713K | $38.47 | 114.51K |
| Q1 2021 | share | Increase | +12.43% | 10.92K shares | 410K | $37.11 | 98.74K |
| Q4 2020 | share | Increase | 0.00% | 87.82K shares | 3.38M | $36.92 | 87.82K |