Keebeck Wealth Management, LLC Ishares Tr Ishares Core Msci E Transaction History

Keebeck Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$52.86 - $58.01 $3,594 - $3,944	-68 Reduced 1.11%	6,045 $349,000
Q4 2023 Feb 14, 2024	BUY	$47.22 - $55.32 $288,655 - $338,171	6,113 New	6,113 $336,000
Q2 2023 Aug 14, 2023	BUY	$51.32 - $54.8 $6,722 - $7,178	131 Added 3.11%	4,339 $228,000
Q1 2023 May 15, 2023	SELL	$48.02 - $52.66 $10,612 - $11,637	-221 Reduced 4.99%	4,208 $220,000
Q4 2022 Feb 14, 2023	SELL	$39.22 - $49.15 $45,181 - $56,620	-1,152 Reduced 20.64%	4,429 $210,000
Q3 2022 Nov 14, 2022	BUY	$38.94 - $47.98 $217,324 - $267,776	5,581 New	5,581 $221,000

325

52.5M

500

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