CLIENTFIRST WEALTH MANAGEMENT, LLC – iShares Preferred and Income Securities ETF Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$1.27M
portfolio value
CLIENTFIRST WEALTH MANAGEMENT, 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 | -5.42% | -2.3K shares | -124K | $31.67 | 40.12K |
| Q2 2022 | share | Increase | +2.41% | 1K shares | -112K | $32.88 | 42.42K |
| Q1 2022 | share | Decrease | -0.48% | -200 shares | 10K | $36.42 | 41.42K |
| Q4 2021 | share | Increase | 0.00% | 41.62K shares | 1.49M | $39.33 | 41.62K |