Erts Wealth Advisors, LLC Ishares Tr Transaction History

Erts Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$62.67 - $107.3 $176,666 - $302,478	-2,819 Closed	0 $0
Q4 2019 Feb 19, 2020	SELL	$98.25 - $105.76 $551,182 - $593,313	-5,610 Reduced 66.56%	2,819 $298,000
Q4 2019 Feb 12, 2020	BUY	$98.25 - $105.76 $498,127 - $536,203	5,070 Added 150.94%	8,429 $753,000
Q3 2019 Nov 05, 2019	SELL	$100.87 - $103.22 $54,974 - $56,254	-545 Reduced 13.96%	3,359 $342,000
Q2 2019 Aug 13, 2019	SELL	N/A	-100 Reduced 2.5%	3,904 $389,000
Q1 2019 May 15, 2019	SELL	N/A	-4,425 Reduced 52.5%	4,004 $393,000
Q4 2018 Feb 14, 2019	BUY	N/A	8,429 New	8,429 $753,000

1,443

95M

1.8M

161K

Get notified when there are updates to the investment portfolio of Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Erts Wealth Advisors, LLC with notifications on news.