A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 98 shares of SUB stock, worth $10,304. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98
Previous 99 1.01%
Holding current value
$10,304
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$104.3 - $106.3 $104 - $106
-1 Reduced 1.01%
98 $10,000
Q2 2024

Jul 17, 2024

SELL
$104.04 - $104.8 $728 - $733
-7 Reduced 6.6%
99 $10,000
Q1 2024

Apr 17, 2024

SELL
$104.73 - $105.42 $5,027 - $5,060
-48 Reduced 31.17%
106 $11,000
Q4 2023

Jan 31, 2024

BUY
$102.62 - $105.46 $102 - $105
1 Added 0.65%
154 $16,000
Q3 2023

Oct 20, 2023

SELL
$102.82 - $104.26 $26,630 - $27,003
-259 Reduced 62.86%
153 $15,000
Q2 2023

Jul 20, 2023

BUY
$103.24 - $105.0 $103 - $105
1 Added 0.24%
412 $42,000
Q1 2023

Apr 21, 2023

SELL
$103.3 - $105.14 $2,892 - $2,943
-28 Reduced 6.38%
411 $43,000
Q3 2022

Oct 18, 2022

BUY
$102.59 - $105.4 $3,795 - $3,899
37 Added 9.2%
439 $45,000
Q2 2022

Jul 15, 2022

BUY
$103.31 - $104.87 $14,773 - $14,996
143 Added 55.21%
402 $42,000
Q4 2021

Feb 02, 2022

BUY
$107.24 - $107.56 $27,775 - $27,858
259 New
259 $28,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


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