Captrust Financial Advisors Ishares Tr Ishares Core Msci E Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	SELL	$44.4 - $54.03 $75,790 - $92,229	-1,707 Reduced 33.17%	3,439 $155,000
Q1 2022 May 16, 2022	BUY	$47.29 - $58.81 $2,364 - $2,940	50 Added 0.98%	5,146 $275,000
Q4 2021 Feb 14, 2022	SELL	$55.82 - $59.86 $22,328 - $23,944	-400 Reduced 7.28%	5,096 $297,000
Q3 2021 Nov 16, 2021	BUY	$55.75 - $60.04 $7,136 - $7,685	128 Added 2.38%	5,496 $308,000
Q2 2021 Aug 16, 2021	BUY	$54.85 - $59.82 $294,434 - $321,113	5,368 New	5,368 $307,000
Q1 2019 May 15, 2019	SELL	N/A	-210 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	210 New	210 $9,000

325

52.5M

500

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