Castle Rock Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Castle Rock Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Dec 07, 2020	SELL	$34.54 - $36.7 $251,796 - $267,543	-7,290 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$30.01 - $35.86 $67,102 - $80,182	-2,236 Reduced 23.47%	7,290 $262,000
Q1 2020 May 18, 2020	SELL	$25.12 - $38.29 $213,771 - $325,847	-8,510 Reduced 47.18%	9,526 $320,000
Q4 2019 Feb 13, 2020	BUY	$36.77 - $37.68 $335,452 - $343,754	9,123 Added 102.36%	18,036 $691,000
Q3 2019 Nov 13, 2019	BUY	$36.77 - $37.53 $19,929 - $20,341	542 Added 6.47%	8,913 $329,000
Q1 2019 May 15, 2019	BUY	$34.55 - $36.63 $289,218 - $306,629	8,371 New	8,371 $0
Q1 2018 May 14, 2018	SELL	$36.79 - $38.19 $196,274 - $203,743	-5,335 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	$38.07 - $38.65 $203,103 - $206,197	5,335	5,335 $203,000

1,099

188M

167K

797K

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