Advocacy Wealth Management Services, LLC Ishares Short Term National Mu Transaction History

Advocacy Wealth Management Services, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 06, 2022	BUY	$102.59 - $105.4 $1,128 - $1,159	11 Added 0.43%	2,554 $263,000
Q2 2022 Jul 06, 2022	BUY	$103.31 - $104.87 $70,973 - $72,045	687 Added 37.02%	2,543 $266,000
Q1 2022 Apr 04, 2022	SELL	$104.46 - $107.34 $53,274 - $54,743	-510 Reduced 21.56%	1,856 $194,000
Q3 2020 Oct 02, 2020	BUY	$107.69 - $108.53 $127,720 - $128,716	1,186 Added 100.51%	2,366 $255,000
Q2 2020 Jul 02, 2020	BUY	$105.27 - $107.99 $124,218 - $127,428	1,180 New	1,180 $127,000
Q1 2020 Apr 02, 2020	SELL	$97.45 - $107.63 $163,813 - $180,926	-1,681 Closed	0 $0
Q4 2019 Jan 06, 2020	SELL	$106.44 - $106.81 $4,257 - $4,272	-40 Reduced 2.32%	1,681 $179,000
Q1 2019 Apr 02, 2019	SELL	$105.27 - $106.06 $15,369 - $15,484	-146 Reduced 7.82%	1,721 $182,000
Q4 2018 Jan 07, 2019	SELL	$104.3 - $105.4 $93,870 - $94,860	-900 Reduced 32.53%	1,867 $197,000
Q1 2018 Apr 12, 2018	BUY	$104.62 - $105.21 $59,110 - $59,443	565 Added 25.66%	2,767 $290,000
Q4 2017 Jan 12, 2018	BUY	$104.69 - $105.95 $15,284 - $15,468	146 Added 7.1%	2,202 $231,000
Q3 2017 Oct 13, 2017	BUY	$105.97 - $106.11 $217,874 - $218,162	2,056	2,056 $218,000

823

69.3M

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.