Executive Wealth Management, LLC Ishares Tr Transaction History

Executive Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 26, 2021	SELL	$86.61 - $88.04 $233,933 - $237,796	-2,701 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$85.73 - $87.78 $1,114 - $1,141	13 Added 0.48%	2,701 $235,000
Q4 2020 Feb 04, 2021	BUY	$83.46 - $87.3 $72,944 - $76,300	874 Added 48.18%	2,688 $234,000
Q3 2019 Oct 30, 2019	BUY	$85.49 - $87.52 $1,966 - $2,012	23 Added 1.28%	1,814 $158,000
Q2 2019 Aug 01, 2019	BUY	$84.65 - $87.61 $1,269 - $1,314	15 Added 0.84%	1,791 $156,000
Q1 2019 May 02, 2019	SELL	$80.99 - $86.47 $11,824 - $12,624	-146 Reduced 7.6%	1,776 $154,000
Q4 2018 Feb 19, 2019	BUY	$79.63 - $86.3 $153,048 - $165,868	1,922 New	1,922 $156,000

1,065

223M

105M

268M

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Executive Wealth Management, LLC with notifications on news.