Destination Wealth Management Ishares Tr Transaction History

Destination Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 13, 2019	SELL	$85.49 - $87.52 $25,647 - $26,256	-300 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$84.65 - $87.61 $8,549 - $8,848	-101 Reduced 25.19%	300 $26,000
Q1 2019 May 01, 2019	BUY	$80.99 - $86.47 $1,943 - $2,075	24 Added 6.37%	401 $35,000
Q4 2018 Feb 05, 2019	BUY	$79.63 - $86.3 $12,501 - $13,549	157 Added 71.36%	377 $31,000
Q3 2018 Nov 07, 2018	BUY	$84.78 - $86.44 $18,651 - $19,016	220 New	220 $19,000
Q2 2018 Jul 31, 2018	SELL	$84.96 - $86.46 $5,267 - $5,360	-62 Closed	0 $0
Q1 2018 Apr 05, 2018	BUY	$84.92 - $87.97 $5,265 - $5,454	62 New	62 $5,000

1,076

237M

97.2M

326M

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

Stay updated on Destination Wealth Management with notifications on news.