Fingerlakes Wealth Management, Inc. Ishares Tr Tips Bd ETF Transaction History

Fingerlakes Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$107.1 - $111.15 $25,596 - $26,564	-239 Reduced 7.77%	2,837 $305,000
Q1 2023 May 02, 2023	SELL	$106.24 - $110.25 $58,750 - $60,968	-553 Reduced 15.24%	3,076 $339,000
Q4 2022 Feb 10, 2023	SELL	$105.24 - $110.18 $31,045 - $32,503	-295 Reduced 7.52%	3,629 $386,000
Q3 2022 Oct 28, 2022	BUY	$107.54 - $118.23 $10,861 - $11,941	101 Added 2.64%	3,924 $412,000
Q2 2022 Aug 05, 2022	BUY	$113.44 - $123.09 $22,234 - $24,125	196 Added 5.4%	3,823 $435,000

Q1 2022 May 06, 2022	BUY	$122.95 - $129.16 $17,827 - $18,728	145 Added 4.16%	3,627 $452,000
Q4 2021 Feb 17, 2022	BUY	$127.7 - $130.86 $444,651 - $455,654	3,482 New	3,482 $449,000

1,134

118M

435K

167K

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

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.