Avantax Planning Partners, Inc. Ishares Tresg Screened S&P Sma Transaction History

Avantax Planning Partners, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$36.12 - $39.17 $902 - $979	25 Added 0.14%	17,535 $686,000
Q4 2023 Feb 09, 2024	SELL	$30.69 - $38.87 $25,012 - $31,679	-815 Reduced 4.45%	17,510 $669,000
Q3 2022 Oct 14, 2022	BUY	$30.67 - $37.46 $123,446 - $150,776	4,025 Added 28.15%	18,325 $562,000
Q2 2022 Jul 18, 2022	SELL	$30.93 - $38.19 $24,558 - $30,322	-794 Reduced 5.26%	14,300 $464,000
Q1 2022 May 09, 2022	BUY	$36.17 - $41.34 $545,949 - $623,985	15,094 New	15,094 $572,000

669K

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