Connectus Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History

Connectus Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$87.59 - $95.56 $3,941 - $4,300	45 Added 1.89%	2,420 $230,000
Q1 2023 May 11, 2023	BUY	$88.82 - $106.56 $13,322 - $15,984	150 Added 6.74%	2,375 $222,000
Q4 2022 Feb 07, 2023	SELL	$84.57 - $97.98 $36,365 - $42,131	-430 Reduced 16.2%	2,225 $203,000
Q2 2022 Aug 08, 2022	BUY	$86.2 - $103.37 $228,861 - $274,447	2,655 New	2,655 $236,000

837

40M

15.5K

5.6K

Get notified when there are updates to the investment portfolio of Connectus Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Connectus Wealth, LLC with notifications on news.