Hcr Wealth Advisors Ishares National Muni Bond ETF Transaction History

Hcr Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$100.97 - $108.77 $6,865 - $7,396	68 Added 2.72%	2,568 $278,000
Q2 2023 Aug 09, 2023	BUY	$105.16 - $108.58 $52,580 - $54,290	500 Added 25.0%	2,500 $266,000
Q4 2022 Feb 13, 2023	SELL	$101.51 - $106.72 $1,827 - $1,920	-18 Reduced 0.89%	2,000 $211,000
Q3 2022 Nov 07, 2022	BUY	$102.55 - $108.59 $206,945 - $219,134	2,018 New	2,018 $207,000
Q1 2021 May 13, 2021	SELL	$115.3 - $117.87 $25,135 - $25,695	-218 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$113.18 - $114.61 $24,673 - $24,984	218 New	218 $25,000

1,508

304M

506K

427K

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

Stay updated on Hcr Wealth Advisors with notifications on news.