PERFROMANCE WEALTH PARTNERS, LLC – iShares Preferred and Income Securities ETF Transaction History
PERFROMANCE WEALTH PARTNERS, LLC portfolio value:
$584,000
portfolio value
PERFROMANCE WEALTH PARTNERS, 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 | Decrease | -2.17% | -410 shares | -36K | $31.67 | 18.44K |
Q2 2022 | share | Decrease | -1.95% | -375 shares | -80K | $32.88 | 18.85K |
Q1 2022 | share | Decrease | -0.03% | -5 shares | -58K | $36.42 | 19.22K |
Q4 2021 | share | Increase | 0.00% | 19.23K shares | 758K | $39.33 | 19.23K |