Empirical Financial Services, LLC D.B.A. Empirical Wealth Management ISHARES GOLD TR Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.31 Billion
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 12, 2021
SELL
N/A
-40,956 Closed
0 $0
Q1 2021

May 17, 2021
SELL
N/A
-4,703 Reduced 10.3%
40,956 $666,000
Q4 2020

Feb 12, 2021
BUY
N/A
5,194 Added 12.84%
45,659 $828,000
Q3 2020

Nov 12, 2020
SELL
N/A
-608 Reduced 1.48%
40,465 $728,000
Q2 2020

Aug 12, 2020
SELL
N/A
-414 Reduced 1.0%
41,073 $698,000
Q1 2020

May 11, 2020
BUY
N/A
1,202 Added 2.98%
41,487 $625,000
Q4 2019

Feb 13, 2020
BUY
N/A
8,745 Added 27.73%
40,285 $584,000
Q3 2019

Nov 13, 2019
BUY
N/A
18,123 Added 135.07%
31,540 $445,000
Q2 2019

Aug 12, 2019
BUY
N/A
13,417 New
13,417 $181,000
Q1 2019

May 13, 2019
SELL
N/A
-12,603 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
12,603 New
12,603 $155,000
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