Acorn Financial Advisory Services Inc Ishares 0 5 Year Investment Gr Transaction History

Acorn Financial Advisory Services Inc

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$47.66 - $49.2 $34,505 - $35,620	-724 Reduced 1.88%	37,741 $1.86 Million
Q3 2023 Oct 10, 2023	SELL	$47.89 - $48.35 $173,792 - $175,462	-3,629 Reduced 8.62%	38,465 $1.85 Million
Q2 2023 Jul 20, 2023	SELL	$48.08 - $48.64 $7,500 - $7,587	-156 Reduced 0.37%	42,094 $2.03 Million
Q1 2023 Apr 26, 2023	SELL	$47.6 - $48.55 $66,164 - $67,484	-1,390 Reduced 3.19%	42,250 $2.05 Million
Q4 2022 Jan 20, 2023	SELL	$46.96 - $48.14 $190,704 - $195,496	-4,061 Reduced 8.51%	43,640 $0
Q3 2022 Oct 12, 2022	SELL	$47.28 - $49.07 $442,398 - $459,147	-9,357 Reduced 16.4%	47,701 $2.26 Million
Q2 2022 Jul 12, 2022	SELL	$47.87 - $49.29 $220,728 - $227,276	-4,611 Reduced 7.48%	57,058 $2.77 Million
Q1 2022 Apr 18, 2022	SELL	$49.19 - $51.02 $63,012 - $65,356	-1,281 Reduced 2.03%	61,669 $3.04 Million
Q4 2021 Jan 31, 2022	SELL	$50.99 - $51.69 $11,727 - $11,888	-230 Reduced 0.36%	62,950 $3.22 Million
Q3 2021 Nov 15, 2021	BUY	$51.65 - $51.91 $74,685 - $75,061	1,446 Added 2.34%	63,180 $3.27 Million
Q2 2021 Jul 23, 2021	BUY	$51.69 - $51.96 $3.19 Million - $3.21 Million	61,734 New	61,734 $3.21 Million
Q1 2021 Apr 12, 2021	SELL	$51.61 - $52.18 $2.21 Million - $2.23 Million	-42,726 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$51.98 - $52.22 $625,163 - $628,049	12,027 Added 39.18%	42,726 $2.23 Million
Q3 2020 Oct 15, 2020	BUY	$52.04 - $52.29 $921,732 - $926,160	17,712 Added 136.38%	30,699 $1.6 Million
Q2 2020 Jul 10, 2020	BUY	$49.8 - $52.12 $646,752 - $676,882	12,987 New	12,987 $677,000

240

24.8M

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