NAVIS WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$253,000
portfolio value
NAVIS 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 | 0.00% | 0 shares | -10K | $31.67 | 8K | |
| Q2 2022 | share | 0.00% | 0 shares | -28K | $32.88 | 8K | |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $36.42 | 8K | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $39.33 | 8K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $38.4 | 8K | |
| Q2 2021 | share | 0.00% | 0 shares | 8K | $38.47 | 8K | |
| Q1 2021 | share | Decrease | -77.14% | -27K shares | -1.04M | $37.11 | 8K |
| Q4 2020 | share | Increase | 0.00% | 35K shares | 1.34M | $36.92 | 35K |