Benchmark Financial Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Benchmark Financial Wealth Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$32.02 - $36.26 $1.3 Million - $1.47 Million	-40,607 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$34.86 - $39.14 $125,461 - $140,864	3,599 Added 9.72%	40,607 $1.48 Million
Q4 2021 Jan 26, 2022	BUY	$38.29 - $39.43 $1.01 Million - $1.04 Million	26,447 Added 250.42%	37,008 $1.46 Million
Q3 2021 Oct 26, 2021	BUY	$38.55 - $39.48 $407,126 - $416,948	10,561 New	10,561 $410,000
Q1 2021 Apr 26, 2021	SELL	$37.15 - $38.46 $254,923 - $263,912	-6,862 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$36.13 - $38.51 $1,770 - $1,886	49 Added 0.72%	6,862 $264,000
Q3 2020 Oct 15, 2020	BUY	$34.54 - $36.7 $1,657 - $1,761	48 Added 0.71%	6,813 $248,000
Q2 2020 Jul 21, 2020	BUY	$30.01 - $35.86 $1,590 - $1,900	53 Added 0.79%	6,765 $234,000
Q1 2020 May 08, 2020	BUY	$25.12 - $38.29 $728 - $1,110	29 Added 0.43%	6,712 $214,000
Q4 2019 Jan 31, 2020	BUY	$36.77 - $37.68 $2,132 - $2,185	58 Added 0.88%	6,683 $251,000
Q3 2019 Nov 01, 2019	BUY	$36.77 - $37.53 $23,312 - $23,794	634 Added 10.58%	6,625 $249,000
Q2 2019 Jul 25, 2019	BUY	$36.27 - $37.09 $1,704 - $1,743	47 Added 0.79%	5,991 $221,000
Q1 2019 Apr 24, 2019	SELL	$34.55 - $36.63 $162,868 - $172,673	-4,714 Reduced 44.23%	5,944 $217,000
Q4 2018 Jan 30, 2019	BUY	$33.41 - $36.68 $5,445 - $5,978	163 Added 1.55%	10,658 $365,000
Q3 2018 Nov 05, 2018	BUY	$37.02 - $38.0 $388,524 - $398,810	10,495 New	10,495 $390,000

1,087

185M

375K

1.29M

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.