SOA WEALTH ADVISORS, LLC. – iShares U.S. Financials ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$269,000
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-3.47%
quarter
iShares U.S. Financials ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.66% | -426 shares | -39K | $67.55 | 3.98K |
| Q2 2022 | share | Decrease | -0.63% | -28 shares | -67K | $69.98 | 4.41K |
| Q1 2022 | share | Increase | +0.41% | 18 shares | -8K | $84.53 | 4.43K |
| Q4 2021 | share | Increase | +0.75% | 33 shares | 21K | $86.79 | 4.42K |
| Q3 2021 | share | Increase | +6.56% | 270 shares | 29K | $82.55 | 4.38K |
| Q2 2021 | share | Increase | +2.59% | 104 shares | 33K | $80.71 | 4.11K |
| Q1 2021 | share | 0.00% | 0 shares | 20K | $74.37 | 4.01K | |
| Q4 2020 | share | Increase | 0.00% | 4.01K shares | 280K | $66.09 | 4.01K |