Iam Advisory, LLC Fidelity Covington Tr Msci Inf Transaction History

Iam Advisory, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	BUY	$93.52 - $125.2 $654 - $876	7 Added 0.22%	3,239 $313,000
Q1 2022 Apr 14, 2022	BUY	$108.47 - $136.53 $2,386 - $3,003	22 Added 0.69%	3,232 $398,000
Q4 2021 Jan 19, 2022	SELL	$117.3 - $137.67 $9,618 - $11,288	-82 Reduced 2.49%	3,210 $413,000
Q3 2021 Oct 14, 2021	BUY	$117.35 - $126.82 $386,316 - $417,491	3,292 New	3,292 $395,000
Q2 2021 Jul 20, 2021	SELL	$103.96 - $118.18 $341,196 - $387,866	-3,282 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$100.32 - $112.48 $702 - $787	7 Added 0.21%	3,282 $364,000
Q4 2020 Feb 08, 2021	BUY	$88.11 - $104.93 $288,560 - $343,645	3,275 New	3,275 $353,000

471

15.1M

18K

4.9K

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

Stay updated on Iam Advisory, LLC with notifications on news.