Avidian Wealth Solutions, LLC Ishares Tr Us Small Cap Value Transaction History

Avidian Wealth Solutions, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	BUY	$25.67 - $30.75 $49,029 - $58,732	1,910 Added 23.51%	10,035 $258,000
Q2 2022 Jul 29, 2022	SELL	$26.37 - $30.76 $230,394 - $268,750	-8,737 Reduced 51.81%	8,125 $217,000
Q1 2022 May 10, 2022	BUY	$30.02 - $32.86 $2,491 - $2,727	83 Added 0.49%	16,862 $518,000
Q4 2021 Feb 14, 2022	BUY	$29.96 - $33.33 $14,410 - $16,031	481 Added 2.95%	16,779 $537,000
Q3 2021 Nov 10, 2021	SELL	$28.3 - $31.02 $159,951 - $175,325	-5,652 Reduced 25.75%	16,298 $489,000
Q2 2021 Aug 09, 2021	BUY	$30.03 - $32.94 $19,099 - $20,949	636 Added 2.98%	21,950 $674,000
Q1 2021 May 05, 2021	BUY	$24.33 - $32.46 $518,569 - $691,852	21,314 New	21,314 $653,000

1.02M

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