Financial Advocates Investment Management Ishares Short Term National Mu Transaction History

Financial Advocates Investment Management

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$104.73 - $105.42 $294,500 - $296,441	2,812 New	2,812 $294,000
Q3 2023 Oct 27, 2023	BUY	$102.82 - $104.26 $366,964 - $372,103	3,569 Added 128.2%	6,353 $653,000
Q2 2023 Aug 07, 2023	SELL	$103.24 - $105.0 $73,197 - $74,445	-709 Reduced 20.3%	2,784 $289,000
Q1 2023 May 11, 2023	SELL	$103.3 - $105.14 $513,194 - $522,335	-4,968 Reduced 58.72%	3,493 $365,000
Q4 2022 Feb 14, 2023	BUY	$102.5 - $104.49 $867,252 - $884,089	8,461 New	8,461 $882,000
Q2 2022 Aug 12, 2022	SELL	$103.31 - $104.87 $158,684 - $161,080	-1,536 Reduced 25.0%	4,608 $482,000
Q1 2022 May 11, 2022	SELL	$104.46 - $107.34 $12,848 - $13,202	-123 Reduced 1.96%	6,144 $643,000
Q4 2021 Feb 14, 2022	SELL	$107.24 - $107.56 $12,547 - $12,584	-117 Reduced 1.83%	6,267 $673,000
Q3 2021 Nov 04, 2021	BUY	$107.57 - $108.06 $251,821 - $252,968	2,341 Added 57.9%	6,384 $687,000
Q2 2021 Aug 03, 2021	BUY	$107.66 - $108.01 $435,269 - $436,684	4,043 New	4,043 $436,000
Q1 2021 May 10, 2021	SELL	$107.56 - $108.22 $395,820 - $398,249	-3,680 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$107.6 - $108.11 $315,268 - $316,762	2,930 Added 390.67%	3,680 $264,000
Q3 2018 Nov 14, 2018	BUY	$104.57 - $105.31 $78,427 - $78,982	750 New	750 $0

828

68.5M

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