SAFEGUARD INVESTMENT ADVISORY GROUP, LLC iShares Mortgage Real Estate Capped ETF Transaction History

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC portfolio value:

$652,000
portfolio value

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC quarter portfolio value change:

-21.69%
quarter

iShares Mortgage Real Estate Capped ETF 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +1.98% 605 shares -345K $20.94 31.15K
Q2 2022 share 0.00% 0 shares 0 $26.74 30.54K
Q1 2022 share Increase +4.55% 1.33K shares -11K $32.67 30.54K
Q4 2021 share Increase +10.49% 2.77K shares 52K $34.74 29.21K
Q3 2021 share Increase +38.87% 7.40K shares 250K $36.18 26.44K
Q2 2021 share Increase +15.04% 2.48K shares 123K $36.92 19.04K
Q1 2021 share Decrease -7.57% -1.35K shares 13K $34.54 16.55K
Q4 2020 share Increase 0.00% 17.90K shares 570K $30.69 17.90K