Castle Rock Wealth Management, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Castle Rock Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 18, 2020	SELL	$16.3 - $48.35 $207,401 - $615,205	-12,724 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$41.42 - $44.85 $30,236 - $32,740	-730 Reduced 5.43%	12,724 $596,000
Q3 2019 Nov 13, 2019	SELL	$40.35 - $43.41 $155,751 - $167,562	-3,860 Reduced 22.29%	13,454 $586,000
Q2 2019 Aug 08, 2019	BUY	$41.23 - $44.37 $262,222 - $282,193	6,360 Added 58.06%	17,314 $730,000
Q1 2019 May 15, 2019	BUY	$40.24 - $43.94 $85,831 - $93,724	2,133 Added 24.18%	10,954 $0
Q4 2018 Feb 11, 2019	BUY	$38.44 - $43.78 $14,914 - $16,986	388 Added 4.6%	8,821 $386,000
Q3 2018 Nov 13, 2018	SELL	$43.12 - $45.65 $5,691 - $6,025	-132 Reduced 1.54%	8,433 $363,000
Q2 2018 Aug 13, 2018	BUY	$41.88 - $44.83 $150,307 - $160,894	3,589 Added 72.13%	8,565 $372,000
Q1 2018 May 14, 2018	BUY	$40.58 - $44.75 $201,926 - $222,676	4,976 New	4,976 $211,000

138

9.18M

101K

460K

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