Archvest Wealth Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Archvest Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$89.49 - $97.11 $31,321 - $33,988	350 Added 15.17%	2,657 $239,000
Q1 2023 May 02, 2023	BUY	$81.64 - $90.01 $188,343 - $207,653	2,307 New	2,307 $202,000
Q3 2022 Nov 09, 2022	BUY	$75.91 - $92.66 $5,920 - $7,227	78 Added 2.57%	3,110 $236,000
Q2 2022 Jul 26, 2022	BUY	$78.1 - $97.98 $18,197 - $22,829	233 Added 8.32%	3,032 $245,000
Q1 2022 May 03, 2022	SELL	$89.45 - $106.35 $7,603 - $9,039	-85 Reduced 2.95%	2,799 $271,000
Q4 2021 Feb 14, 2022	BUY	$95.76 - $106.67 $276,171 - $307,636	2,884 New	2,884 $306,000

503

18.9M

100

100

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