R Pg Family Wealth Advisory, LLC Ishares S&P Midcap 400 Growth Transaction History

R Pg Family Wealth Advisory, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$84.81 - $93.54 $25,443 - $28,062	300 New	300 $27,000
Q2 2022 Aug 12, 2022	SELL	$61.85 - $78.06 $94,754 - $119,587	-1,532 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$77.05 - $83.36 $351,348 - $380,121	-4,560 Reduced 74.85%	1,532 $0
Q4 2020 Feb 16, 2021	BUY	$60.53 - $72.82 $274,321 - $330,020	4,532 Added 290.51%	6,092 $0
Q3 2020 Nov 10, 2020	SELL	$55.44 - $62.69 $4,490 - $5,077	-81 Reduced 4.94%	1,560 $0
Q4 2019 Feb 12, 2020	SELL	$54.21 - $59.65 $1,138 - $1,252	-21 Reduced 1.26%	1,641 $0
Q1 2019 May 14, 2019	BUY	N/A	353 Added 26.97%	1,662 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-36 Reduced 2.68%	1,309 $0
Q2 2018 Aug 10, 2018	BUY	N/A	1,345 New	1,345 $0

973

70.6M

4.2K

800

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