Appleton Partners Inc Ishares Esg Aware Msci Usa Sma Transaction History

Appleton Partners Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 02, 2024	BUY	$30.96 - $38.59 $3,715 - $4,630	120 Added 1.8%	6,783 $258,000
Q2 2023 Jul 10, 2023	SELL	$32.46 - $35.52 $973 - $1,065	-30 Reduced 0.45%	6,663 $237,000
Q4 2022 Jan 19, 2023	SELL	$31.03 - $35.26 $15,515 - $17,630	-500 Reduced 6.95%	6,693 $220,000
Q2 2022 Jul 08, 2022	SELL	$30.34 - $38.42 $5,461 - $6,915	-180 Reduced 2.44%	7,193 $227,000
Q1 2022 Apr 05, 2022	BUY	$35.57 - $40.83 $9,959 - $11,432	280 Added 3.95%	7,373 $280,000
Q4 2021 Feb 03, 2022	BUY	$38.24 - $42.82 $271,236 - $303,722	7,093 New	7,093 $286,000

399

33.5M

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