Capital Asset Advisory Services LLC Ishares Esg Aware Msci Usa Sma Transaction History

Capital Asset Advisory Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	BUY	$30.34 - $38.42 $30 - $38	1 Added 0.29%	351 $11,000
Q1 2022 Apr 29, 2022	SELL	$35.57 - $40.83 $4,446 - $5,103	-125 Reduced 26.32%	350 $13,000
Q4 2021 Feb 04, 2022	SELL	$38.24 - $42.82 $7,762 - $8,692	-203 Reduced 29.94%	475 $19,000
Q3 2021 Oct 14, 2021	BUY	$37.66 - $40.76 $37 - $40	1 Added 0.15%	678 $26,000
Q2 2021 Aug 06, 2021	BUY	$38.02 - $40.93 $25,739 - $27,709	677 New	677 $27,000
Q1 2021 May 13, 2021	SELL	$33.7 - $40.38 $22,781 - $27,296	-676 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$26.87 - $34.54 $18,164 - $23,349	676 New	676 $23,000

401

33.7M

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