STONE POINT WEALTH LLC – iShares Preferred and Income Securities ETF Transaction History
STONE POINT WEALTH LLC portfolio value:
$608,000
portfolio value
STONE POINT WEALTH 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 | Increase | +20.70% | 3.29K shares | 84K | $31.67 | 19.21K |
| Q2 2022 | share | Decrease | -24.79% | -5.24K shares | -237K | $32.88 | 15.91K |
| Q1 2022 | share | Increase | +30.25% | 4.91K shares | 115K | $36.42 | 21.16K |
| Q4 2021 | share | Increase | 0.00% | 16.24K shares | 646K | $39.33 | 16.24K |