Acorn Financial Advisory Services Inc Ishares Core U.S. Reit ETF Transaction History

Acorn Financial Advisory Services Inc

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$48.03 - $51.41 $6,724 - $7,197	-140 Reduced 2.95%	4,600 $236,000
Q1 2023 Apr 26, 2023	SELL	$46.44 - $56.28 $7,616 - $9,229	-164 Reduced 3.34%	4,740 $238,000
Q4 2022 Jan 20, 2023	BUY	$45.62 - $52.68 $501 - $579	11 Added 0.22%	4,904 $0
Q3 2022 Oct 12, 2022	SELL	$46.9 - $60.04 $6,519 - $8,345	-139 Reduced 2.76%	4,893 $233,000
Q2 2022 Jul 12, 2022	SELL	$51.03 - $67.01 $59,296 - $77,865	-1,162 Reduced 18.76%	5,032 $266,000
Q1 2022 Apr 18, 2022	BUY	$59.52 - $67.43 $5,654 - $6,405	95 Added 1.56%	6,194 $400,000
Q4 2021 Jan 31, 2022	SELL	$59.13 - $67.59 $1,655 - $1,892	-28 Reduced 0.46%	6,099 $411,000
Q3 2021 Nov 15, 2021	SELL	$58.62 - $63.49 $12,720 - $13,777	-217 Reduced 3.42%	6,127 $359,000
Q2 2021 Jul 23, 2021	BUY	$53.47 - $60.43 $339,213 - $383,367	6,344 New	6,344 $372,000
Q1 2021 Apr 12, 2021	SELL	$46.55 - $53.75 $291,263 - $336,313	-6,257 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$42.35 - $49.02 $6,945 - $8,039	-164 Reduced 2.55%	6,257 $302,000
Q2 2020 Jul 10, 2020	SELL	$35.36 - $48.66 $39,992 - $55,034	-1,131 Reduced 14.98%	6,421 $279,000
Q1 2020 Apr 15, 2020	SELL	$32.36 - $58.18 $4,336 - $7,796	-134 Reduced 1.74%	7,552 $296,000
Q4 2019 Jan 27, 2020	BUY	$52.69 - $56.7 $404,975 - $435,796	7,686 New	7,686 $417,000

346

31.4M

1.6K

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