Laidlaw Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Laidlaw Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$149.72 - $161.19 $449 - $483	3 Added 0.14%	2,216 $357,000
Q1 2023 May 12, 2023	SELL	$144.21 - $159.47 $68,643 - $75,907	-476 Reduced 17.7%	2,213 $335,000
Q4 2022 Feb 14, 2023	BUY	$129.68 - $151.79 $259 - $303	2 Added 0.07%	2,689 $390,000
Q3 2022 Nov 14, 2022	BUY	$128.52 - $150.96 $136,616 - $160,470	1,063 Added 65.46%	2,687 $345,000
Q2 2022 Aug 12, 2022	BUY	$133.27 - $158.52 $43,312 - $51,519	325 Added 25.02%	1,624 $223,000
Q1 2022 May 12, 2022	BUY	$147.46 - $159.06 $191,550 - $206,618	1,299 New	1,299 $202,000

1,560

139M

91.7K

29.4K

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