Core Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History

Core Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$104.73 - $109.51 $127,875 - $133,711	-1,221 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$109.33 - $116.18 $7,325 - $7,784	-67 Reduced 5.2%	1,221 $134,000
Q2 2021 Aug 03, 2021	BUY	$115.91 - $117.6 $30,136 - $30,576	260 Added 25.29%	1,288 $151,000
Q3 2020 Nov 12, 2020	SELL	$115.26 - $117.22 $107,422 - $109,249	-932 Reduced 47.55%	1,028 $119,000
Q2 2020 Jul 31, 2020	SELL	$109.93 - $115.44 $11,982 - $12,582	-109 Reduced 5.27%	1,960 $226,000
Q1 2020 Apr 29, 2020	BUY	$101.52 - $117.61 $1,928 - $2,234	19 Added 0.93%	2,069 $234,000
Q4 2019 Feb 14, 2020	BUY	$113.18 - $114.61 $232,019 - $234,950	2,050 New	2,050 $234,000

1,511

304M

506K

427K

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