Capital Asset Advisory Services LLC Ishares Tr Core Moderate Alloc Transaction History

Capital Asset Advisory Services LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Mar 08, 2023	BUY	$36.07 - $39.57 $222,046 - $243,592	6,156 New	6,156 $233,000
Q1 2021 May 13, 2021	SELL	$42.87 - $44.08 $22,078 - $22,701	-515 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$40.42 - $43.32 $20,816 - $22,309	515 New	515 $22,000
Q3 2020 Nov 18, 2020	SELL	$39.91 - $42.11 $77,585 - $81,861	-1,944 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$35.99 - $40.49 $19,830 - $22,309	-551 Reduced 22.08%	1,944 $80,000
Q1 2020 May 18, 2020	SELL	$34.02 - $40.94 $95,698 - $115,164	-2,813 Reduced 53.0%	2,495 $94,000
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $185,498 - $193,117	4,792 Added 928.68%	5,308 $217,000
Q4 2019 Feb 12, 2020	BUY	$38.71 - $40.3 $19,974 - $20,794	516 New	516 $292,000

251

11.3M

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