Erts Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Erts Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$34.02 - $40.94 $441,341 - $531,114	-12,973 Closed	0 $0
Q4 2019 Feb 19, 2020	BUY	$38.71 - $40.3 $20,864 - $21,721	539 Added 4.33%	12,973 $521,000
Q4 2019 Feb 12, 2020	SELL	$38.71 - $40.3 $27,987 - $29,136	-723 Reduced 5.5%	12,434 $444,000
Q3 2019 Nov 05, 2019	BUY	$38.32 - $39.31 $7,319 - $7,508	191 Added 1.47%	13,157 $517,000
Q2 2019 Aug 13, 2019	SELL	$37.75 - $39.08 $21,026 - $21,767	-557 Reduced 4.12%	12,966 $506,000
Q1 2019 May 15, 2019	BUY	$35.53 - $38.06 $38,692 - $41,447	1,089 Added 8.76%	13,523 $515,000
Q4 2018 Feb 14, 2019	BUY	$35.24 - $37.92 $438,174 - $471,497	12,434 New	12,434 $444,000

274

14.1M

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