NAVIS WEALTH ADVISORS, LLC – iShares Residential and Multisector Real Estate ETF Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$542,000
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-10.21%
quarter
iShares Residential and Multisector Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -62K | $71.82 | 7.55K | |
| Q2 2022 | share | Increase | +0.53% | 40 shares | -116K | $79.99 | 7.55K |
| Q1 2022 | share | Increase | +0.31% | 23 shares | -16K | $95.91 | 7.51K |
| Q4 2021 | share | Increase | +0.93% | 69 shares | 101K | $97.82 | 7.48K |
| Q3 2021 | share | 0.00% | 0 shares | 17K | $85.57 | 7.42K | |
| Q2 2021 | share | Increase | +1.19% | 87 shares | 75K | $83.15 | 7.42K |
| Q1 2021 | share | Increase | +24.90% | 1.46K shares | 145K | $73.44 | 7.33K |
| Q4 2020 | share | Increase | 0.00% | 5.87K shares | 398K | $66.91 | 5.87K |