Capital Advisors Wealth Management, LLC Ishares Tr Transaction History

Capital Advisors Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$26.84 - $32.0 $189,517 - $225,952	-7,061 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$29.99 - $33.33 $77,884 - $86,558	-2,597 Reduced 26.89%	7,061 $224,000
Q4 2021 Feb 04, 2022	SELL	$29.77 - $31.71 $154,714 - $164,796	-5,197 Reduced 34.98%	9,658 $301,000
Q3 2021 Nov 12, 2021	BUY	$30.42 - $32.96 $38,755 - $41,991	1,274 Added 9.38%	14,855 $452,000
Q2 2021 Aug 13, 2021	BUY	$31.67 - $34.02 $220,138 - $236,473	6,951 Added 104.84%	13,581 $440,000
Q1 2021 Apr 20, 2021	BUY	$29.53 - $32.13 $195,783 - $213,021	6,630 New	6,630 $209,000

463

82.3M

24.7K

23.3K

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