Fairhaven Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Fairhaven Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 18, 2022	SELL	$109.8 - $123.28 $224,760 - $252,354	-2,047 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$99.98 - $113.73 $25,494 - $29,001	-255 Reduced 11.08%	2,047 $232,000
Q1 2021 May 13, 2021	SELL	$96.94 - $112.05 $112,256 - $129,753	-1,158 Reduced 33.47%	2,302 $235,000
Q4 2020 Feb 12, 2021	BUY	$86.54 - $104.78 $175,589 - $212,598	2,029 Added 141.79%	3,460 $355,000
Q3 2020 Nov 04, 2020	BUY	$79.56 - $90.13 $113,850 - $128,976	1,431 New	1,431 $247,000

1,074

103M

63.3K

1.4K

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

Stay updated on Fairhaven Wealth Management, LLC with notifications on news.