Insight Wealth Strategies, LLC Ishares S&P Midcap 400 Value E Transaction History

Insight Wealth Strategies, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 06, 2023	BUY	$97.23 - $116.09 $486 - $580	5 Added 0.22%	2,234 $229,000
Q4 2022 Jan 06, 2023	BUY	$91.7 - $106.74 $1,008 - $1,174	11 Added 0.5%	2,229 $0
Q2 2022 Jul 01, 2022	BUY	$91.51 - $110.2 $366 - $440	4 Added 0.18%	2,218 $209,000
Q1 2022 Apr 12, 2022	BUY	$102.52 - $112.86 $226,979 - $249,872	2,214 New	2,214 $243,000
Q2 2019 Aug 06, 2019	SELL	N/A	-5,665 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	N/A	-54 Reduced 0.94%	5,665 $889,000
Q4 2018 Feb 12, 2019	BUY	N/A	5,719 New	5,719 $791,000

813

40.8M

8.9K

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