Community Financial Services Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Community Financial Services Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$80.77 - $87.25 $347,876 - $375,785	-4,307 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$82.17 - $87.81 $1,479 - $1,580	-18 Reduced 0.42%	4,307 $358,000
Q2 2021 Jul 23, 2021	SELL	$77.33 - $82.83 $664,651 - $711,923	-8,595 Reduced 66.52%	4,325 $358,000
Q1 2021 May 14, 2021	BUY	$70.61 - $76.36 $12,356 - $13,363	175 Added 1.37%	12,920 $987,000
Q4 2020 Feb 04, 2021	BUY	$62.23 - $71.54 $392,920 - $451,703	6,314 Added 98.18%	12,745 $911,000
Q3 2020 Oct 29, 2020	BUY	$59.39 - $68.32 $16,332 - $18,787	275 Added 4.47%	6,431 $823,000
Q2 2020 Jul 24, 2020	SELL	$46.66 - $61.22 $2,799 - $3,673	-60 Reduced 0.97%	6,156 $727,000
Q1 2020 Apr 10, 2020	BUY	$42.17 - $63.99 $15,813 - $23,996	375 Added 6.42%	6,216 $606,000
Q4 2019 Feb 06, 2020	BUY	$53.71 - $60.35 $2,685 - $3,017	50 Added 0.86%	5,841 $702,000
Q3 2019 Oct 24, 2019	SELL	$55.16 - $56.18 $30,062 - $30,618	-545 Reduced 8.6%	5,791 $642,000
Q1 2019 Apr 22, 2019	BUY	N/A	2,157 Added 51.62%	6,336 $668,000
Q4 2018 Feb 04, 2019	BUY	N/A	4,179 New	4,179 $389,000

574

26M

800

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