Charles Carroll Financial Partners, LLC Ishares Russell Midcap Value E Transaction History

Charles Carroll Financial Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$96.05 - $115.74 $273,742 - $329,859	-2,850 Reduced 19.32%	11,900 $1.14 Million
Q2 2022 Jul 27, 2022	BUY	$99.42 - $121.64 $99,420 - $121,640	1,000 Added 7.27%	14,750 $1.5 Million
Q1 2022 May 12, 2022	BUY	$112.23 - $123.59 $280,575 - $308,975	2,500 Added 22.22%	13,750 $1.65 Million
Q4 2021 Jan 21, 2022	BUY	$114.04 - $122.75 $1.28 Million - $1.38 Million	11,250 New	11,250 $1.38 Million

939

93.3M

36.4K

1.6K

Get notified when there are updates to the investment portfolio of Charles Carroll Financial Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Charles Carroll Financial Partners, LLC with notifications on news.