Geneos Wealth Management Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Geneos Wealth Management Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$24.73 - $27.06 $50,894 - $55,689	-2,058 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$27.5 - $28.1 $9,982 - $10,200	-363 Reduced 14.99%	2,058 $56,000
Q2 2021 Jul 08, 2021	SELL	$26.94 - $27.73 $756,933 - $779,129	-28,097 Reduced 92.07%	2,421 $67,000
Q1 2021 Jun 17, 2021	SELL	$26.68 - $28.24 $294,280 - $311,487	-11,030 Reduced 26.55%	30,518 $829,000
Q4 2020 May 19, 2021	BUY	$27.6 - $28.38 $1.11 Million - $1.14 Million	40,220 Added 3028.61%	41,548 $65,000
Q2 2020 Sep 07, 2021	BUY	$25.16 - $27.62 $12,580 - $13,810	500 Added 60.39%	1,328 $36,000
Q3 2018 Sep 07, 2021	BUY	N/A	828 New	828 $20,000

257

39.9M

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