Caliber Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Caliber Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 20, 2022	SELL	$68.19 - $76.33 $2.09 Million - $2.34 Million	-30,704 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$67.2 - $73.35 $102,345 - $111,712	1,523 Added 5.22%	30,704 $2.22 Million
Q2 2021 Jul 22, 2021	BUY	$62.47 - $69.22 $1.39 Million - $1.54 Million	22,275 Added 322.55%	29,181 $2.01 Million
Q1 2021 Apr 26, 2021	SELL	$59.71 - $69.62 $1,731 - $2,018	-29 Reduced 0.42%	6,906 $2.61 Million
Q4 2020 Jan 19, 2021	BUY	$53.63 - $65.01 $371,924 - $450,844	6,935 New	6,935 $2.65 Million

320

16.8M

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