Beta Wealth Group, Inc. Ishares Core S&P Sm 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	$102.32 - $116.69 $627,119 - $715,193	-6,129 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$104.62 - $113.69 $55,867 - $60,710	534 Added 9.54%	6,129 $669,000
Q2 2021 Aug 16, 2021	BUY	$106.38 - $116.3 $7,659 - $8,373	72 Added 1.3%	5,595 $632,000
Q1 2021 May 11, 2021	BUY	$91.04 - $115.01 $502,813 - $635,200	5,523 New	5,523 $599,000

2,569

500M

1.04M

671K

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