Capital Advisors Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Capital Advisors Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$46.96 - $48.14 $356,285 - $365,238	-7,587 Reduced 59.28%	5,211 $249,000
Q3 2022 Nov 14, 2022	BUY	$47.28 - $49.07 $10,023 - $10,402	212 Added 1.68%	12,798 $607,000
Q2 2022 Aug 04, 2022	BUY	$47.87 - $49.29 $54,715 - $56,338	1,143 Added 9.99%	12,586 $610,000
Q1 2022 May 09, 2022	BUY	$49.19 - $51.02 $119,482 - $123,927	2,429 Added 26.95%	11,443 $565,000
Q4 2021 Feb 04, 2022	BUY	$50.99 - $51.69 $459,623 - $465,933	9,014 New	9,014 $460,000

240

24.8M

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