Compass Financial Advisors LLC Ishares Trust Ishares Pfd And Transaction History

Compass Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$29.86 - $33.81 $12,630 - $14,301	423 Added 1.94%	22,212 $693,000
Q4 2022 Feb 06, 2023	SELL	$29.96 - $32.28 $74,061 - $79,796	-2,472 Reduced 10.19%	21,789 $665,000
Q3 2022 Nov 09, 2022	SELL	$31.63 - $35.35 $25,683 - $28,704	-812 Reduced 3.24%	24,261 $768,000
Q2 2022 Aug 08, 2022	BUY	$32.02 - $36.26 $2,433 - $2,755	76 Added 0.3%	25,073 $824,000
Q1 2022 May 05, 2022	BUY	$34.86 - $39.14 $10,179 - $11,428	292 Added 1.18%	24,997 $910,000

Q4 2021 Feb 24, 2022	BUY	$38.29 - $39.43 $945,954 - $974,118	24,705 New	24,705 $974,000

1,104

198M

454K

746K

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