SOA WEALTH ADVISORS, LLC. – iShares U.S. Energy ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$107,000
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
+3.12%
quarter
iShares U.S. Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 3K | $39.31 | 2.74K | |
| Q2 2022 | share | Increase | +0.66% | 18 shares | -7K | $38.12 | 2.74K |
| Q1 2022 | share | Increase | +5.29% | 137 shares | 34K | $40.92 | 2.72K |
| Q4 2021 | share | Increase | +1.61% | 41 shares | 5K | $30.06 | 2.59K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $28.26 | 2.54K | |
| Q2 2021 | share | Increase | +11.99% | 273 shares | 15K | $28.77 | 2.54K |
| Q1 2021 | share | 0.00% | 0 shares | 5K | $25.77 | 2.27K | |
| Q4 2020 | share | Increase | 0.00% | 2.27K shares | 54K | $19.8 | 2.27K |