Blair William & CO Ishares Tr Core Moderate Alloc Transaction History

Blair William & CO

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	BUY	$36.57 - $40.81 $365 - $408	10 New	10 $0
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $31,171 - $32,200	-700 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$35.99 - $40.49 $146,011 - $164,267	-4,057 Reduced 85.28%	700 $28,000
Q1 2020 May 11, 2020	BUY	$34.02 - $40.94 $125,908 - $151,518	3,701 Added 350.47%	4,757 $175,000
Q1 2019 May 14, 2019	SELL	$35.53 - $38.06 $20,074 - $21,503	-565 Reduced 34.86%	1,056 $40,000
Q4 2018 Feb 14, 2019	BUY	$35.24 - $37.92 $32,456 - $34,924	921 Added 131.57%	1,621 $58,000
Q1 2018 May 15, 2018	BUY	$37.16 - $39.0 $26,011 - $27,300	700 New	700 $26,000

251

11.3M

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