Beta Wealth Group, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Beta Wealth Group, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$251.21 - $285.37 $753,127 - $855,539	-2,998 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $34,875 - $37,677	136 Added 4.75%	2,998 $789,000
Q2 2021 Aug 16, 2021	SELL	$260.21 - $276.38 $13,530 - $14,371	-52 Reduced 1.78%	2,862 $769,000
Q1 2021 May 11, 2021	BUY	$226.3 - $267.93 $659,438 - $780,748	2,914 New	2,914 $758,000

2,465

1.05B

888K

55.6K

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