AMPLIUS WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$317,000
portfolio value
AMPLIUS 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 | -11K | $31.67 | 10K | |
| Q2 2022 | share | 0.00% | 0 shares | -36K | $32.88 | 10K | |
| Q1 2022 | share | Decrease | -9.09% | -1K shares | -69K | $36.42 | 10K |
| Q4 2021 | share | Increase | 0.00% | 11K shares | 433K | $39.33 | 11K |