Engrave Wealth Partners LLC Ishares Core S&P Mid Cap ETF Transaction History

Engrave Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$219.07 - $270.08 $254,778 - $314,103	-1,163 Closed	0 $0
Q3 2021 Oct 08, 2021	SELL	$256.44 - $277.04 $14,617 - $15,791	-57 Reduced 4.67%	1,163 $306,000
Q2 2021 Jul 15, 2021	BUY	$260.21 - $276.38 $14,831 - $15,753	57 Added 4.9%	1,220 $328,000
Q3 2020 Oct 08, 2020	SELL	$174.43 - $196.49 $9,244 - $10,413	-53 Reduced 4.36%	1,163 $225,000
Q1 2020 Apr 20, 2020	SELL	$121.75 - $210.58 $7,548 - $13,055	-62 Reduced 4.85%	1,216 $174,000
Q4 2019 Mar 12, 2020	BUY	$185.78 - $206.16 $237,426 - $263,472	1,278 New	1,278 $263,000

2,466

1.05B

888K

55.6K

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