Destination Wealth Management Ishares Russell Midcap Value E Transaction History

Destination Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 13, 2019	SELL	$84.39 - $91.13 $61,267 - $66,160	-726 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$83.93 - $89.74 $37,097 - $39,665	442 Added 155.63%	726 $65,000
Q1 2019 May 01, 2019	SELL	$75.3 - $87.47 $11,370 - $13,207	-151 Reduced 34.71%	284 $25,000
Q3 2018 Nov 07, 2018	SELL	$88.08 - $92.33 $3,435 - $3,600	-39 Reduced 8.23%	435 $39,000
Q2 2018 Jul 31, 2018	SELL	$84.61 - $90.01 $6,514 - $6,930	-77 Reduced 13.97%	474 $42,000
Q1 2018 Apr 05, 2018	BUY	$83.92 - $92.83 $46,239 - $51,149	551 New	551 $48,000

938

93.3M

36.4K

1.6K

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.