Essex Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Essex Private Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$93.09 - $107.63 $569,245 - $658,157	-6,115 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$98.24 - $107.61 $12,672 - $13,881	-129 Reduced 2.07%	6,115 $654,000
Q3 2021 Nov 15, 2021	BUY	$97.33 - $103.96 $6,910 - $7,381	71 Added 1.15%	6,244 $614,000
Q2 2021 Aug 09, 2021	BUY	$92.76 - $98.86 $9,739 - $10,380	105 Added 1.73%	6,173 $610,000
Q1 2021 May 17, 2021	BUY	$85.12 - $92.58 $4,766 - $5,184	56 Added 0.93%	6,068 $556,000
Q4 2020 Feb 12, 2021	SELL	$74.05 - $86.22 $888 - $1,034	-12 Reduced 0.2%	6,012 $518,000
Q3 2020 Nov 10, 2020	SELL	$69.81 - $80.47 $12,216 - $14,082	-175 Reduced 2.82%	6,024 $454,000
Q2 2020 Aug 11, 2020	SELL	$54.49 - $72.8 $64,080 - $85,612	-1,176 Reduced 15.95%	6,199 $430,000
Q1 2020 May 13, 2020	SELL	$49.67 - $76.42 $7,400 - $11,386	-149 Reduced 1.98%	7,375 $421,000
Q4 2019 Feb 13, 2020	BUY	$65.12 - $72.96 $489,962 - $548,951	7,524 New	7,524 $546,000

1,377

303M

58.9K

20K

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