Falcon Wealth Planning Ishares Mcsi Bic ETF Transaction History

Falcon Wealth Planning

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$29.47 - $35.43 $1,620 - $1,948	-55 Reduced 0.79%	6,906 $0
Q3 2022 Nov 10, 2022	SELL	$31.89 - $37.36 $3,029 - $3,549	-95 Reduced 1.35%	6,961 $222,000
Q4 2021 Jan 24, 2022	SELL	$43.26 - $50.98 $6,402 - $7,545	-148 Reduced 2.05%	7,056 $316,000
Q3 2021 Oct 19, 2021	SELL	$47.11 - $54.23 $3,297 - $3,796	-70 Reduced 0.96%	7,204 $347,000
Q1 2021 Apr 20, 2021	SELL	$51.29 - $60.13 $12,309 - $14,431	-240 Reduced 3.19%	7,274 $383,000
Q4 2020 Feb 01, 2021	BUY	$46.38 - $52.24 $348,499 - $392,531	7,514 New	7,514 $392,000

547K

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