Advocacy Wealth Management Services, LLC Ishares National Muni Bond ETF Transaction History

Advocacy Wealth Management Services, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$107.41 - $108.76 $43,823 - $44,374	408 Added 15.24%	3,086 $332,000
Q4 2023 Jan 23, 2024	BUY	$100.97 - $108.77 $40,589 - $43,725	402 Added 17.66%	2,678 $290,000
Q2 2023 Jul 20, 2023	BUY	$105.16 - $108.58 $239,344 - $247,128	2,276 New	2,276 $242,000
Q3 2022 Oct 06, 2022	BUY	$102.55 - $108.59 $3,691 - $3,909	36 Added 1.35%	2,706 $280,000
Q2 2022 Jul 06, 2022	BUY	$104.73 - $109.51 $149,030 - $155,832	1,423 Added 114.11%	2,670 $284,000
Q1 2022 Apr 04, 2022	SELL	$109.33 - $116.18 $45,371 - $48,214	-415 Reduced 24.97%	1,247 $136,000
Q2 2021 Jul 02, 2021	SELL	$115.91 - $117.6 $272,040 - $276,007	-2,347 Reduced 58.54%	1,662 $195,000
Q4 2020 Jan 06, 2021	BUY	$115.08 - $117.2 $39,127 - $39,848	340 Added 9.27%	4,009 $470,000
Q3 2020 Oct 02, 2020	SELL	$115.26 - $117.22 $197,786 - $201,149	-1,716 Reduced 31.87%	3,669 $425,000
Q4 2019 Jan 06, 2020	BUY	$113.18 - $114.61 $559,561 - $566,631	4,944 Added 1121.09%	5,385 $613,000
Q2 2018 Jul 09, 2018	SELL	$107.59 - $109.29 $93,818 - $95,300	-872 Reduced 66.41%	441 $48,000
Q4 2017 Jan 12, 2018	SELL	$109.75 - $111.28 $8,560 - $8,679	-78 Reduced 5.61%	1,313 $145,000
Q3 2017 Oct 13, 2017	BUY	$110.87 - $111.22 $154,220 - $154,707	1,391	1,391 $154,000

1,452

286M

57.4K

1.75M

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.