Financial Advocates Investment Management Ihares Core 1 5 Years Usd Bond Transaction History

Financial Advocates Investment Management

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$46.78 - $48.31 $87,104 - $89,953	-1,862 Reduced 19.13%	7,870 $373,000
Q1 2022 May 11, 2022	SELL	$48.28 - $50.36 $6,228 - $6,496	-129 Reduced 1.31%	9,732 $472,000
Q4 2021 Feb 14, 2022	BUY	$50.4 - $51.06 $3,628 - $3,676	72 Added 0.74%	9,861 $498,000
Q3 2021 Nov 04, 2021	BUY	$51.04 - $51.35 $79,163 - $79,643	1,551 Added 18.83%	9,789 $500,000
Q2 2021 Aug 03, 2021	BUY	$51.18 - $51.42 $14,330 - $14,397	280 Added 3.52%	8,238 $422,000
Q1 2021 May 10, 2021	BUY	$51.2 - $51.67 $407,449 - $411,189	7,958 New	7,958 $408,000
Q3 2020 Nov 04, 2020	SELL	$51.36 - $51.69 $114,224 - $114,958	-2,224 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$50.12 - $51.49 $103,948 - $106,790	2,074 Added 1382.67%	2,224 $231,000
Q3 2018 Nov 14, 2018	BUY	N/A	150 New	150 $0

388

57.6M

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

Stay updated on Financial Advocates Investment Management with notifications on news.