Atlas Private Wealth Management Ishares Tr Transaction History

Atlas Private Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$34.58 - $40.63 $9,405 - $11,051	272 Added 1.46%	18,846 $758,000
Q3 2023 Oct 23, 2023	BUY	$36.59 - $40.45 $2,780 - $3,074	76 Added 0.41%	18,574 $679,000
Q2 2023 Jul 13, 2023	SELL	$35.99 - $39.08 $28,180 - $30,599	-783 Reduced 4.06%	18,498 $722,000
Q1 2023 Apr 26, 2023	BUY	$35.21 - $39.8 $2,675 - $3,024	76 Added 0.4%	19,281 $719,000
Q4 2022 Jan 18, 2023	SELL	$32.43 - $38.16 $12,842 - $15,111	-396 Reduced 2.02%	19,205 $0
Q3 2022 Oct 26, 2022	BUY	$32.24 - $39.24 $61,965 - $75,419	1,922 Added 10.87%	19,601 $632,000
Q2 2022 Jul 19, 2022	BUY	$32.87 - $39.92 $581,108 - $705,745	17,679 New	17,679 $602,000

447

44.2M

25.2K

200

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Atlas Private Wealth Management with notifications on news.