Compass Advisory Group LLC Ishares Tr Core Moderate Alloc Transaction History

Compass Advisory Group LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	SELL	$41.74 - $45.45 $350,991 - $382,189	-8,409 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$44.53 - $46.0 $501,452 - $518,006	-11,261 Reduced 57.25%	8,409 $382,000
Q3 2021 Nov 09, 2021	BUY	$44.74 - $45.93 $481,044 - $493,839	10,752 Added 120.57%	19,670 $880,000
Q2 2021 Jul 22, 2021	SELL	$43.8 - $45.14 $331,785 - $341,935	-7,575 Reduced 45.93%	8,918 $402,000
Q1 2021 Apr 26, 2021	BUY	$42.87 - $44.08 $707,054 - $727,011	16,493 New	16,493 $718,000

289

12M

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