Prestige Wealth Management Group LLC Ishares Core S&P Mid Cap ETF Transaction History

Prestige Wealth Management Group LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2024	BUY	$237.25 - $271.72 $94,662 - $108,416	399 New	399 $99,000
Q4 2022 Feb 07, 2023	SELL	$44.74 - $257.0 $671 - $3,855	-15 Reduced 3.62%	399 $96,000
Q4 2021 Feb 15, 2022	SELL	$265.81 - $290.54 $9,569 - $10,459	-36 Reduced 8.0%	414 $117,000
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $19,233 - $20,778	75 Added 20.0%	450 $118,000
Q2 2021 Aug 12, 2021	SELL	$260.21 - $276.38 $19,515 - $20,728	-75 Reduced 16.67%	375 $101,000
Q1 2021 May 13, 2021	SELL	$226.3 - $267.93 $12,446 - $14,736	-55 Reduced 10.89%	450 $117,000
Q3 2020 Oct 26, 2020	SELL	$174.43 - $196.49 $5,407 - $6,091	-31 Reduced 5.78%	505 $94,000
Q4 2019 Jan 28, 2020	SELL	$185.78 - $206.16 $3,529 - $3,917	-19 Reduced 3.42%	536 $110,000
Q2 2019 Aug 16, 2019	SELL	$181.14 - $198.0 $67,202 - $73,458	-371 Reduced 40.06%	555 $108,000
Q1 2019 Aug 16, 2019	SELL	$162.83 - $193.4 $1,139 - $1,353	-7 Reduced 0.75%	926 $175,000
Q4 2018 Apr 16, 2019	BUY	$156.48 - $199.76 $145,995 - $186,376	933 New	933 $155,000

2,466

1.05B

888K

55.6K

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