Advocacy Wealth Management Services, LLC Ishares Russell Midcap Value E Transaction History

Advocacy Wealth Management Services, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$96.57 - $111.69 $3.44 Million - $3.98 Million	-35,634 Reduced 10.52%	303,100 $0
Q3 2022 Oct 06, 2022	BUY	$96.05 - $115.74 $2.09 Million - $2.52 Million	21,793 Added 6.88%	338,734 $34.4 Million
Q2 2022 Jul 06, 2022	BUY	$99.42 - $121.64 $2.58 Million - $3.15 Million	25,928 Added 8.91%	316,941 $32.2 Million
Q1 2022 Apr 04, 2022	BUY	$112.23 - $123.59 $10.2 Million - $11.2 Million	90,936 Added 45.45%	291,013 $35 Million
Q4 2021 Jan 05, 2022	BUY	$114.04 - $122.75 $1.33 Million - $1.44 Million	11,692 Added 6.21%	200,077 $24.5 Million
Q3 2021 Oct 05, 2021	BUY	$110.67 - $119.04 $1.12 Million - $1.21 Million	10,143 Added 5.69%	188,385 $21.3 Million
Q2 2021 Jul 02, 2021	BUY	$110.51 - $117.85 $1.42 Million - $1.51 Million	12,830 Added 7.76%	178,242 $20.5 Million
Q1 2021 Apr 05, 2021	BUY	$95.27 - $111.97 $15.8 Million - $18.5 Million	165,412 New	165,412 $18.3 Million
Q1 2018 Apr 12, 2018	SELL	$83.92 - $92.83 $144,929 - $160,317	-1,727 Closed	0 $0
Q4 2017 Jan 12, 2018	SELL	$85.33 - $89.5 $11,519 - $12,082	-135 Reduced 7.25%	1,727 $154,000
Q3 2017 Oct 13, 2017	BUY	$84.38 - $84.93 $157,115 - $158,139	1,862	1,862 $158,000

938

93.3M

36.4K

1.6K

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.