Acorn Financial Advisory Services Inc Ishares Iboxx $ Investment Gra Transaction History

Acorn Financial Advisory Services Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$98.28 - $111.36 $32,923 - $37,305	-335 Reduced 5.78%	5,457 $603,000
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $277,392 - $295,038	2,719 Added 88.48%	5,792 $590,000
Q2 2023 Jul 20, 2023	BUY	$106.02 - $110.43 $325,799 - $339,351	3,073 New	3,073 $332,000
Q1 2021 Apr 12, 2021	SELL	$128.44 - $137.43 $580,035 - $620,633	-4,516 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$133.73 - $138.48 $84,249 - $87,242	-630 Reduced 12.24%	4,516 $623,000
Q3 2020 Oct 15, 2020	SELL	$134.22 - $139.15 $4,429 - $4,591	-33 Reduced 0.64%	5,146 $692,000
Q2 2020 Jul 10, 2020	BUY	$121.1 - $134.5 $64,667 - $71,823	534 Added 11.5%	5,179 $696,000
Q1 2020 Apr 15, 2020	SELL	$105.05 - $134.27 $296,135 - $378,507	-2,819 Reduced 37.77%	4,645 $573,000
Q4 2019 Jan 27, 2020	BUY	$125.71 - $128.49 $938,299 - $959,049	7,464 New	7,464 $956,000

1,185

247M

39.5M

38.7M

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