Measured Wealth Private Client Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Measured Wealth Private Client Group, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 01, 2021	SELL	$104.62 - $113.69 $210,181 - $228,403	-2,009 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$106.38 - $116.3 $213,717 - $233,646	2,009 New	2,009 $227,000
Q1 2020 Apr 22, 2020	SELL	$49.11 - $85.52 $143,941 - $250,659	-2,931 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$75.05 - $84.14 $31,145 - $34,918	-415 Reduced 12.4%	2,931 $246,000
Q3 2019 Oct 11, 2019	SELL	$73.61 - $80.67 $51,453 - $56,388	-699 Reduced 17.28%	3,346 $260,000
Q2 2019 Jul 26, 2019	SELL	$73.17 - $81.37 $6,731 - $7,486	-92 Reduced 2.22%	4,045 $317,000
Q1 2019 May 07, 2019	BUY	$68.34 - $81.18 $43,669 - $51,874	639 Added 18.27%	4,137 $319,000
Q4 2018 Feb 07, 2019	BUY	$65.14 - $85.94 $66,638 - $87,916	1,023 Added 41.33%	3,498 $242,000
Q3 2018 Nov 14, 2018	BUY	$84.33 - $90.31 $208,716 - $223,517	2,475 New	2,475 $216,000

2,606

501M

1.04M

671K

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.