One Charles Private Wealth Services, LLC Ishares Tr Transaction History

One Charles Private Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$48.28 - $60.23 $235,027 - $293,199	-4,868 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$55.98 - $67.65 $14,386 - $17,386	257 Added 5.57%	4,868 $878,000
Q4 2021 Jan 27, 2022	BUY	$61.79 - $67.85 $5,128 - $5,631	83 Added 1.83%	4,611 $890,000
Q3 2021 Nov 03, 2021	BUY	$59.43 - $64.96 $39,818 - $43,523	670 Added 17.37%	4,528 $852,000
Q2 2021 Aug 10, 2021	BUY	$57.88 - $63.59 $223,301 - $245,330	3,858 New	3,858 $715,000

251

12.6M

9.2K

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