Source Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Source Financial Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $206,350 - $261,758	-1,259 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $190,753 - $224,418	-996 Reduced 44.17%	1,259 $258,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $11,030 - $12,613	52 Added 2.36%	2,255 $502,000
Q3 2021 Nov 15, 2021	SELL	$211.73 - $231.39 $61,825 - $67,565	-292 Reduced 11.7%	2,203 $482,000
Q2 2021 Aug 16, 2021	BUY	$211.85 - $232.89 $423 - $465	2 Added 0.08%	2,495 $572,000
Q1 2021 May 17, 2021	SELL	$193.5 - $234.42 $59,791 - $72,435	-309 Reduced 11.03%	2,493 $551,000
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $426,408 - $557,990	2,802 New	2,802 $549,000

2,582

297M

229M

363M

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