Beta Wealth Group, Inc. Ishares Tr Transaction History

Beta Wealth Group, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$108.43 - $117.74 $27,758 - $30,141	-256 Reduced 6.57%	3,642 $419,000
Q4 2022 Feb 10, 2023	BUY	$93.07 - $114.11 $21,685 - $26,587	233 Added 6.36%	3,898 $436,000
Q3 2022 Nov 01, 2022	SELL	$91.19 - $108.67 $15,502 - $18,473	-170 Reduced 4.43%	3,665 $334,000
Q2 2022 Aug 05, 2022	SELL	$93.66 - $112.65 $19,106 - $22,980	-204 Reduced 5.05%	3,835 $380,000
Q1 2022 May 12, 2022	BUY	$98.82 - $112.95 $399,133 - $456,205	4,039 New	4,039 $447,000

701

18.7M

309K

178K

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