Essex Private Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Essex Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$219.07 - $270.08 $657,210 - $810,240	-3,000 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$251.21 - $285.37 $376,815 - $428,055	-1,500 Reduced 33.33%	3,000 $805,000
Q4 2021 Feb 09, 2022	SELL	$265.81 - $290.54 $8,771 - $9,587	-33 Reduced 0.73%	4,500 $1.27 Million
Q3 2021 Nov 15, 2021	SELL	$256.44 - $277.04 $69,238 - $74,800	-270 Reduced 5.62%	4,533 $1.19 Million
Q3 2020 Nov 10, 2020	SELL	$174.43 - $196.49 $7,674 - $8,645	-44 Reduced 0.91%	4,803 $890,000
Q2 2020 Aug 11, 2020	BUY	$133.18 - $194.42 $378,763 - $552,930	2,844 Added 141.99%	4,847 $861,000
Q1 2020 May 13, 2020	SELL	$121.75 - $210.58 $243,500 - $421,160	-2,000 Reduced 49.96%	2,003 $288,000
Q4 2019 Feb 13, 2020	BUY	$185.78 - $206.16 $743,677 - $825,258	4,003 New	4,003 $823,000

2,463

1.05B

888K

55.6K

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