Carolinas Wealth Consulting LLC Ishares Tr Core Conservative A Transaction History

Carolinas Wealth Consulting LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$32.67 - $34.82 $30,350 - $32,347	929 New	929 $31,000
Q1 2021 May 17, 2021	SELL	$38.23 - $39.22 $28,328 - $29,062	-741 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$36.77 - $38.75 $107,809 - $113,615	-2,932 Reduced 79.83%	741 $29,000
Q3 2020 Nov 12, 2020	BUY	$36.38 - $37.99 $89,640 - $93,607	2,464 Added 203.8%	3,673 $137,000
Q2 2020 Aug 13, 2020	BUY	$33.39 - $36.73 $9,616 - $10,578	288 Added 31.27%	1,209 $44,000
Q1 2020 May 11, 2020	BUY	$31.52 - $36.94 $29,029 - $34,021	921 New	921 $31,000

173

5.15M

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