Captrust Financial Advisors Ishares Tr Self Driving Ev & T Transaction History

Captrust Financial Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$35.94 - $45.67 $8,194 - $10,412	228 Added 4.19%	5,673 $210,000
Q2 2023 Aug 14, 2023	BUY	$35.05 - $40.99 $5,572 - $6,517	159 Added 3.01%	5,445 $222,000
Q1 2023 May 15, 2023	BUY	$33.83 - $42.99 $178,825 - $227,245	5,286 New	5,286 $202,000
Q2 2022 Aug 16, 2022	SELL	N/A	-1,500 Reduced 50.68%	1,460 $54,000
Q1 2022 May 16, 2022	SELL	N/A	-34 Reduced 1.14%	2,960 $137,000

Q4 2021 Feb 14, 2022	BUY	N/A	1,510 Added 101.75%	2,994 $163,000
Q3 2021 Nov 16, 2021	SELL	N/A	-38 Reduced 2.5%	1,484 $71,000
Q2 2021 Aug 16, 2021	BUY	N/A	1,497 Added 5988.0%	1,522 $76,000
Q1 2021 May 17, 2021	BUY	N/A	25 New	25 $1,000

105

1.9M

300

100

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