Corepath Wealth Partners LLC Ishares Tr Transaction History

Corepath Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 01, 2023	SELL	$102.12 - $106.7 $2,859 - $2,987	-28 Reduced 0.86%	3,235 $342,000
Q2 2022 Aug 11, 2022	SELL	$104.95 - $113.57 $387,265 - $419,073	-3,690 Reduced 53.07%	3,263 $351,000
Q1 2022 May 09, 2022	BUY	$112.53 - $120.52 $28,470 - $30,491	253 Added 3.78%	6,953 $764,000
Q4 2021 Jan 24, 2022	BUY	$120.56 - $122.88 $24,112 - $24,576	200 Added 3.08%	6,700 $800,000
Q1 2021 May 17, 2021	SELL	$119.54 - $125.6 $256,174 - $269,160	-2,143 Reduced 24.79%	6,500 $784,000
Q4 2020 Feb 16, 2021	BUY	$124.26 - $126.07 $1.07 Million - $1.09 Million	8,643 New	8,643 $1.09 Million

1.82M

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

Stay updated on Corepath Wealth Partners LLC with notifications on news.