Captrust Financial Advisors Ishares Tr Esg Screened S&P Mi Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$41.64 - $45.75 $62,460 - $68,625	-1,500 Reduced 11.55%	11,487 $480,000
Q3 2024 Nov 14, 2024	SELL	$38.71 - $42.43 $14,129 - $15,486	-365 Reduced 2.73%	12,987 $549,000
Q1 2024 May 15, 2024	BUY	$36.5 - $41.08 $46,829 - $52,705	1,283 Added 10.63%	13,352 $548,000
Q3 2023 Nov 14, 2023	BUY	$33.4 - $37.04 $6,446 - $7,148	193 Added 1.63%	12,069 $408,000
Q1 2023 May 15, 2023	BUY	$32.2 - $36.99 $56,833 - $65,287	1,765 Added 17.46%	11,876 $403,000
Q4 2022 Feb 15, 2023	SELL	$30.27 - $34.91 $8,959 - $10,333	-296 Reduced 2.84%	10,111 $331,000
Q2 2022 Aug 16, 2022	BUY	$29.61 - $36.71 $308,151 - $382,040	10,407 New	10,407 $318,000

148

5.03M

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