Baker Tilly Wealth Management, LLC Ishares Tr Cybersecurity & Tec Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$36.37 - $45.66 $14,547 - $18,264	-400 Reduced 2.99%	12,960 $588,000
Q3 2023 Oct 10, 2023	SELL	$36.74 - $39.84 $73,663 - $79,879	-2,005 Reduced 13.05%	13,360 $514,000
Q2 2023 Jul 20, 2023	SELL	$32.65 - $38.5 $43,946 - $51,821	-1,346 Reduced 8.05%	15,365 $581,000
Q1 2023 Apr 12, 2023	SELL	$32.08 - $36.35 $18,446 - $20,901	-575 Reduced 3.33%	16,711 $607,000
Q4 2022 Jan 26, 2023	SELL	$32.08 - $35.88 $109,874 - $122,889	-3,425 Reduced 16.54%	17,286 $0

Q2 2022 Jul 28, 2022	SELL	$33.44 - $43.44 $157,168 - $204,168	-4,700 Reduced 18.5%	20,711 $726,000
Q4 2021 Feb 08, 2022	SELL	$42.16 - $48.93 $13,280 - $15,412	-315 Reduced 1.22%	25,411 $1.13 Million
Q2 2021 Jul 30, 2021	BUY	$38.2 - $43.88 $19,100 - $21,940	500 Added 1.98%	25,726 $1.11 Million
Q1 2021 Apr 28, 2021	BUY	$37.37 - $43.36 $658,496 - $764,046	17,621 Added 231.7%	25,226 $964,000
Q4 2020 Feb 03, 2021	BUY	$30.79 - $41.37 $234,157 - $314,618	7,605 New	7,605 $307,000

171

5.41M

4.2K

1.3K

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