Bourgeon Capital Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Bourgeon Capital Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	SELL	$92.9 - $105.16 $48,029 - $54,367	-517 Reduced 58.02%	374 $35,000
Q2 2023 Jul 20, 2023	BUY	$91.14 - $99.81 $47,119 - $51,601	517 Added 138.24%	891 $88,000
Q1 2023 Apr 17, 2023	SELL	$92.27 - $107.68 $21,222 - $24,766	-230 Reduced 38.08%	374 $36,000
Q4 2021 Jan 31, 2022	SELL	$108.26 - $120.32 $14,073 - $15,641	-130 Reduced 17.71%	604 $69,000
Q3 2020 Oct 28, 2020	BUY	$65.69 - $75.96 $48,216 - $55,754	734 New	734 $52,000

2,566

500M

1.04M

671K

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