Bernardo Wealth Planning LLC Ishares Global Fin'L ETF Transaction History

Bernardo Wealth Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	SELL	$61.31 - $71.91 $84,423 - $99,020	-1,377 Reduced 19.17%	5,805 $376,000
Q2 2022 Jul 29, 2022	SELL	$64.68 - $79.93 $3.67 Million - $4.53 Million	-56,694 Reduced 88.76%	7,182 $472,000
Q1 2022 May 06, 2022	SELL	$72.45 - $85.55 $21,082 - $24,895	-291 Reduced 0.45%	63,876 $5.08 Million
Q4 2021 Jan 27, 2022	BUY	$77.09 - $83.81 $192,262 - $209,022	2,494 Added 4.04%	64,167 $5.14 Million
Q3 2021 Oct 15, 2021	BUY	$74.07 - $80.93 $517,749 - $565,700	6,990 Added 12.78%	61,673 $4.84 Million
Q2 2021 Jul 30, 2021	BUY	$74.17 - $81.68 $4.06 Million - $4.47 Million	54,683 New	54,683 $4.24 Million

125

2.03M

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

Stay updated on Bernardo Wealth Planning LLC with notifications on news.