Atlas Private Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

Atlas Private Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Apr 21, 2022	SELL	$44.53 - $46.0 $103,131 - $106,536	-2,316 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$44.74 - $45.93 $20,043 - $20,576	448 Added 23.98%	2,316 $104,000
Q1 2021 Apr 28, 2021	SELL	$42.87 - $44.08 $27,865 - $28,652	-650 Reduced 25.81%	1,868 $81,000
Q4 2020 Jan 29, 2021	SELL	$40.42 - $43.32 $27,647 - $29,630	-684 Reduced 21.36%	2,518 $109,000
Q3 2020 Oct 27, 2020	SELL	$39.91 - $42.11 $6,265 - $6,611	-157 Reduced 4.67%	3,202 $131,000
Q2 2020 Aug 14, 2020	BUY	$35.99 - $40.49 $120,890 - $136,005	3,359 New	3,359 $134,000

251

11.3M

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