Avitas Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Avitas Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$163.9 - $207.91 $583,647 - $740,367	-3,561 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$191.52 - $225.32 $63,967 - $75,256	-334 Reduced 8.58%	3,561 $731,000
Q4 2021 Jan 26, 2022	SELL	$212.12 - $242.56 $9,333 - $10,672	-44 Reduced 1.12%	3,895 $866,000
Q3 2021 Oct 28, 2021	SELL	$211.73 - $231.39 $5,504 - $6,016	-26 Reduced 0.66%	3,939 $862,000
Q2 2021 Jul 12, 2021	BUY	$211.85 - $232.89 $11,439 - $12,576	54 Added 1.38%	3,965 $909,000
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $121,131 - $146,746	626 Added 19.06%	3,911 $864,000
Q4 2020 Feb 26, 2021	BUY	$152.18 - $199.14 $499,911 - $654,174	3,285 New	3,285 $644,000

2,661

307M

232M

524M

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