9258 Wealth Management, LLC Ishares Tr Transaction History

9258 Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$48.28 - $60.23 $110,271 - $137,565	-2,284 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$55.98 - $67.65 $4,758 - $5,750	85 Added 3.87%	2,284 $412,000
Q4 2021 Feb 11, 2022	BUY	$61.79 - $67.85 $8,588 - $9,431	139 Added 6.75%	2,199 $425,000
Q3 2021 Nov 12, 2021	BUY	$59.43 - $64.96 $2,852 - $3,118	48 Added 2.39%	2,060 $388,000
Q2 2021 Aug 13, 2021	BUY	$57.88 - $63.59 $116,454 - $127,943	2,012 New	2,012 $373,000
Q2 2019 Aug 07, 2019	SELL	N/A	-2,413 Closed	0 $0
Q1 2019 May 07, 2019	SELL	N/A	-1,391 Reduced 36.57%	2,413 $301,000
Q4 2018 Feb 12, 2019	BUY	N/A	3,804 New	3,804 $427,000

249

12.7M

9.2K

2.4K

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