Ep Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Ep Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$52.05 - $53.97 $488,072 - $506,076	-9,377 Closed	0 $0
Q3 2020 Nov 17, 2020	SELL	$46.46 - $50.06 $68,667 - $73,988	-1,478 Reduced 13.62%	9,377 $454,000
Q2 2020 Aug 14, 2020	SELL	$40.37 - $47.5 $266,926 - $314,070	-6,612 Reduced 37.85%	10,855 $504,000
Q1 2020 May 18, 2020	BUY	$37.67 - $48.89 $657,981 - $853,961	17,467 New	17,467 $723,000

359

13.8M

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