Financial Advocates Investment Management Ishares Morningstar Mid Cap Va Transaction History

Financial Advocates Investment Management

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 03, 2021	SELL	$62.13 - $66.67 $93,692 - $100,538	-1,508 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$51.27 - $62.78 $1,845 - $2,260	36 Added 2.45%	1,508 $278,000
Q4 2020 Feb 12, 2021	BUY	$43.61 - $52.74 $64,193 - $77,633	1,472 New	1,472 $230,000
Q1 2020 Apr 29, 2020	SELL	$30.51 - $56.86 $47,321 - $88,189	-1,551 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$51.29 - $56.23 $105,195 - $115,327	-2,051 Reduced 56.94%	1,551 $262,000
Q3 2019 Nov 13, 2019	SELL	$49.89 - $54.23 $433,793 - $471,529	-8,695 Reduced 70.71%	3,602 $580,000
Q2 2019 Aug 08, 2019	SELL	$49.25 - $53.39 $8,914 - $9,663	-181 Reduced 1.45%	12,297 $1.94 Million
Q1 2019 May 16, 2019	SELL	$46.28 - $52.78 $17,031 - $19,423	-368 Reduced 2.86%	12,478 $1.94 Million
Q4 2018 Feb 14, 2019	BUY	$44.07 - $53.87 $481,464 - $588,529	10,925 Added 568.71%	12,846 $594,000
Q3 2018 Nov 14, 2018	SELL	$52.96 - $55.37 $21,925 - $22,923	-414 Reduced 17.73%	1,921 $0
Q2 2018 Aug 09, 2018	SELL	$50.91 - $54.18 $1,883 - $2,004	-37 Reduced 1.56%	2,335 $371,000
Q1 2018 May 11, 2018	SELL	$50.62 - $56.12 $30,372 - $33,672	-600 Reduced 20.19%	2,372 $370,000
Q4 2017 Feb 15, 2018	BUY	$50.45 - $53.44 $149,937 - $158,823	2,972	2,972 $474,000

147

5.16M

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