Clear Point Advisors Inc. Ishares Morningstar Mid Cap Et Transaction History

Clear Point Advisors Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$68.79 - $76.02 $68 - $76	1 Added 0.06%	1,804 $137 Million
Q2 2024 Aug 14, 2024	BUY	$68.23 - $72.35 $68 - $72	1 Added 0.06%	1,803 $126 Million
Q1 2024 May 15, 2024	SELL	$65.15 - $72.83 $12,964 - $14,493	-199 Reduced 9.95%	1,802 $131 Million
Q4 2023 May 15, 2024	BUY	$56.23 - $67.47 $112,516 - $135,007	2,001 New	2,001 $134 Million

206

8.9M

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