Archetype Wealth Partners Ishares Trust Ishares Msci Glo Transaction History

Archetype Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$82.15 - $90.96 $461,518 - $511,013	-5,618 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$87.78 - $97.25 $526 - $583	6 Added 0.11%	5,618 $510,000
Q3 2021 Nov 12, 2021	SELL	$95.5 - $100.65 $3,533 - $3,724	-37 Reduced 0.65%	5,612 $539,000
Q2 2021 Aug 13, 2021	SELL	$94.42 - $99.78 $1,416 - $1,496	-15 Reduced 0.26%	5,649 $561,000
Q1 2021 Apr 30, 2021	SELL	$92.2 - $100.06 $6,822 - $7,404	-74 Reduced 1.29%	5,664 $537,000

Q4 2020 Feb 12, 2021	SELL	$77.55 - $93.5 $70,492 - $84,991	-909 Reduced 13.68%	5,738 $536,000
Q3 2020 Oct 15, 2020	BUY	$68.79 - $82.4 $457,247 - $547,712	6,647 New	6,647 $535,000

122

1.8M

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