Cap Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Cap Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 02, 2022	SELL	$34.86 - $39.14 $209,473 - $235,192	-6,009 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$38.29 - $39.43 $70,606 - $72,708	-1,844 Reduced 23.48%	6,009 $237,000
Q3 2021 Nov 09, 2021	SELL	$38.55 - $39.48 $115,225 - $118,005	-2,989 Reduced 27.57%	7,853 $305,000
Q2 2021 Aug 10, 2021	SELL	$37.96 - $39.34 $6,870 - $7,120	-181 Reduced 1.64%	10,842 $426,000
Q1 2021 May 03, 2021	BUY	$37.15 - $38.46 $5,721 - $5,922	154 Added 1.42%	11,023 $423,000
Q4 2020 Feb 02, 2021	BUY	$36.13 - $38.51 $392,696 - $418,565	10,869 New	10,869 $419,000

1,100

188M

167K

797K

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