Erts Wealth Advisors, LLC Ishares Tr Core Conservative A Transaction History

Erts Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$31.52 - $36.94 $250,237 - $293,266	-7,939 Closed	0 $0
Q4 2019 Feb 19, 2020	BUY	$35.3 - $36.36 $9,389 - $9,671	266 Added 3.47%	7,939 $288,000
Q4 2019 Feb 12, 2020	BUY	$35.3 - $36.36 $10,237 - $10,544	290 Added 3.93%	7,673 $251,000
Q3 2019 Nov 05, 2019	BUY	$35.05 - $35.73 $9,533 - $9,718	272 Added 3.83%	7,383 $263,000
Q2 2019 Aug 13, 2019	SELL	$34.32 - $35.42 $24,573 - $25,360	-716 Reduced 9.15%	7,111 $252,000
Q1 2019 May 15, 2019	BUY	$32.65 - $34.52 $5,028 - $5,316	154 Added 2.01%	7,827 $270,000
Q4 2018 Feb 14, 2019	BUY	$32.37 - $34.17 $248,375 - $262,186	7,673 New	7,673 $251,000

173

5.14M

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