High Mark Wealth Management LLC Ishares Msci Eafe Min Vol Fact Transaction History

High Mark Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	BUY	$63.1 - $69.34 $63 - $69	1 Added 2.08%	49 $3,000
Q2 2023 Jul 26, 2023	SELL	$66.75 - $70.85 $9,478 - $10,060	-142 Reduced 74.74%	48 $3,000
Q4 2022 Feb 01, 2023	BUY	$56.25 - $64.99 $1,237 - $1,429	22 Added 13.1%	190 $12,000
Q3 2022 Oct 21, 2022	BUY	$56.69 - $65.94 $1,927 - $2,241	34 Added 25.37%	168 $10,000
Q2 2022 Jul 19, 2022	BUY	$61.24 - $72.68 $1,408 - $1,671	23 Added 20.72%	134 $9,000
Q4 2021 Jan 20, 2022	BUY	$74.33 - $77.96 $1,337 - $1,403	18 Added 19.35%	111 $9,000
Q3 2021 Nov 01, 2021	BUY	$75.34 - $79.52 $1,808 - $1,908	24 Added 34.78%	93 $7,000
Q2 2021 Aug 02, 2021	BUY	$73.48 - $77.31 $5,070 - $5,334	69 New	69 $5,000

509

54.9M

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