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

1,092

186M

375K

1.29M

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.