Captrust Financial Advisors Ishares 0 5 Year Investment Gr Transaction History

Captrust Financial Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$47.89 - $48.35 $24,998 - $25,238	-522 Reduced 10.19%	4,599 $220,000
Q1 2023 May 15, 2023	BUY	$47.6 - $48.55 $243,759 - $248,624	5,121 New	5,121 $248,000
Q1 2022 May 16, 2022	SELL	$49.19 - $51.02 $19,676 - $20,408	-400 Reduced 26.51%	1,109 $55,000
Q3 2021 Nov 16, 2021	BUY	$51.65 - $51.91 $25,515 - $25,643	494 Added 48.67%	1,509 $78,000
Q2 2021 Aug 16, 2021	BUY	$51.69 - $51.96 $39,439 - $39,645	763 Added 302.78%	1,015 $53,000
Q1 2021 May 17, 2021	BUY	$51.61 - $52.18 $13,005 - $13,149	252 New	252 $13,000

245

25.3M

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