Goal Vest Advisory LLC Ishares Tr Transaction History

Goal Vest Advisory LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 03, 2023	SELL	$78.73 - $95.24 $304,291 - $368,102	-3,865 Closed	0 $0
Q4 2022 Jan 06, 2023	SELL	$76.97 - $89.17 $243,456 - $282,044	-3,163 Reduced 45.01%	3,865 $0
Q3 2022 Oct 11, 2022	SELL	$80.64 - $103.19 $2.37 Million - $3.04 Million	-29,447 Reduced 80.73%	7,028 $572,000
Q2 2022 Jul 06, 2022	SELL	$86.95 - $112.38 $81,211 - $104,962	-934 Reduced 2.5%	36,475 $3.4 Million
Q1 2022 May 03, 2022	BUY	$99.21 - $115.26 $3.71 Million - $4.31 Million	37,409 New	37,409 $4.05 Million

598

56.3M

11.4M

13.1M

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

Stay updated on Goal Vest Advisory LLC with notifications on news.