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 2023 Jul 11, 2023	BUY	$60.88 - $63.83 $61,427 - $64,404	1,009 Added 10.05%	11,047 $691,000
Q1 2023 Apr 14, 2023	SELL	$58.3 - $63.56 $4,139 - $4,512	-71 Reduced 0.7%	10,038 $621,000
Q4 2022 Feb 09, 2023	BUY	$50.56 - $60.03 $69,115 - $82,061	1,367 Added 15.64%	10,109 $585,000
Q3 2022 Nov 14, 2022	SELL	$50.92 - $60.43 $50,512 - $59,946	-992 Reduced 10.19%	8,742 $445,000
Q2 2022 Aug 04, 2022	BUY	$56.25 - $67.81 $228,543 - $275,512	4,063 Added 71.65%	9,734 $555,000
Q1 2022 May 09, 2022	BUY	$61.54 - $72.2 $348,993 - $409,446	5,671 New	5,671 $378,000

806

480M

12K

6.7K

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