Dopkins Wealth Management, LLC Ishares Gold Trust Transaction History

Dopkins Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$42.46 - $45.89 $25,476 - $27,534	-600 Reduced 7.99%	6,913 $303,000
Q1 2024 May 03, 2024	BUY	$37.66 - $42.01 $11,297 - $12,603	300 Added 4.16%	7,513 $315,000
Q4 2023 Jan 25, 2024	SELL	$34.47 - $39.34 $10,341 - $11,802	-300 Reduced 3.99%	7,213 $281,000
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $31,491 - $33,732	900 Added 13.61%	7,513 $262,000
Q2 2023 Aug 07, 2023	SELL	$36.15 - $38.86 $21,690 - $23,316	-600 Reduced 8.32%	6,613 $240,000
Q3 2022 Nov 01, 2022	BUY	$30.82 - $34.3 $3,236 - $3,601	105 Added 1.48%	7,213 $227,000
Q4 2021 Jan 18, 2022	BUY	$33.36 - $35.53 $237,122 - $252,547	7,108 New	7,108 $247,000

1,320

357M

5.12M

22.4M

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