Capital Advisors Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Capital Advisors Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$47.73 - $53.4 $1,336 - $1,495	28 Added 0.6%	4,694 $249,000
Q3 2023 Oct 10, 2023	BUY	$49.22 - $52.2 $2,362 - $2,505	48 Added 1.04%	4,666 $230,000
Q2 2023 Jul 11, 2023	BUY	$49.42 - $51.49 $2,273 - $2,368	46 Added 1.01%	4,618 $237,000
Q1 2023 Apr 14, 2023	BUY	$47.5 - $50.91 $2,850 - $3,054	60 Added 1.33%	4,572 $228,000
Q4 2022 Feb 09, 2023	BUY	$44.27 - $49.42 $664 - $741	15 Added 0.33%	4,512 $212,000
Q3 2022 Nov 14, 2022	BUY	$44.78 - $50.98 $5,015 - $5,709	112 Added 2.55%	4,497 $201,000
Q2 2022 Aug 04, 2022	BUY	$47.07 - $54.22 $517 - $596	11 Added 0.25%	4,385 $210,000
Q4 2021 Feb 04, 2022	SELL	$55.21 - $57.77 $10,158 - $10,629	-184 Reduced 4.04%	4,374 $250,000
Q3 2021 Nov 12, 2021	BUY	$55.25 - $57.29 $994 - $1,031	18 Added 0.4%	4,558 $253,000
Q2 2021 Aug 13, 2021	BUY	$54.04 - $56.17 $864 - $898	16 Added 0.35%	4,540 $254,000
Q1 2021 Apr 20, 2021	BUY	$52.05 - $53.97 $235,474 - $244,160	4,524 New	4,524 $242,000

367

14.4M

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