OAK HARBOR WEALTH PARTNERS, LLC – iShares Preferred and Income Securities ETF Transaction History
OAK HARBOR WEALTH PARTNERS, LLC portfolio value:
$650,000
portfolio value
OAK HARBOR 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 | -2.89% | -610 shares | -45K | $31.67 | 20.52K |
| Q2 2022 | share | Decrease | -10.73% | -2.54K shares | -167K | $32.88 | 21.13K |
| Q1 2022 | share | Increase | +43.79% | 7.21K shares | 213K | $36.42 | 23.67K |
| Q4 2021 | share | Increase | 0.00% | 16.46K shares | 649K | $39.33 | 16.46K |