Axxcess Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Axxcess Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$98.17 - $108.31 $10,307 - $11,372	-105 Reduced 4.25%	2,364 $256,000
Q4 2023 Feb 06, 2024	SELL	$85.95 - $101.55 $43,490 - $51,384	-506 Reduced 17.01%	2,469 $249,000
Q3 2023 Nov 14, 2023	BUY	$90.0 - $97.29 $267,750 - $289,437	2,975 New	2,975 $269,000
Q2 2022 Aug 11, 2022	SELL	$88.4 - $105.81 $177,772 - $212,783	-2,011 Reduced 42.49%	2,722 $246,000
Q1 2022 Aug 11, 2022	SELL	$100.54 - $114.92 $56,302 - $64,355	-560 Reduced 10.58%	4,733 $495,000
Q4 2021 Aug 11, 2022	BUY	$101.38 - $109.77 $536,604 - $581,012	5,293 New	5,293 $579,000

439

52.5M

100

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