Goal Vest Advisory LLC Ishares Trust Ishares Pfd And Transaction History

Goal Vest Advisory LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 11, 2022	SELL	$31.4 - $35.35 $513,578 - $578,184	-16,356 Reduced 97.51%	417 $13,000
Q2 2022 Jul 06, 2022	SELL	$32.02 - $36.26 $60,998 - $69,075	-1,905 Reduced 10.2%	16,773 $552,000
Q1 2022 May 03, 2022	BUY	$34.86 - $39.14 $47,793 - $53,660	1,371 Added 7.92%	18,678 $680,000
Q2 2021 Sep 01, 2021	BUY	$37.96 - $39.34 $9,376 - $9,716	247 Added 1.45%	17,307 $681,000
Q1 2021 May 13, 2021	SELL	$37.15 - $38.46 $288,321 - $298,488	-7,761 Reduced 31.27%	17,060 $655,000
Q4 2020 Jan 28, 2021	BUY	$36.13 - $38.51 $896,782 - $955,856	24,821 New	24,821 $956,000

1,101

188M

167K

797K

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