Keystone Financial Services Ishares Esg Aware Msci Usa Sma Transaction History

Keystone Financial Services

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	BUY	$32.46 - $35.52 $97 - $106	3 Added 0.04%	7,357 $261,000
Q1 2023 Apr 28, 2023	SELL	$32.27 - $37.51 $39,659 - $46,099	-1,229 Reduced 14.32%	7,354 $249,000
Q4 2022 Feb 01, 2023	SELL	$31.03 - $35.26 $70,376 - $79,969	-2,268 Reduced 20.9%	8,583 $282,000
Q3 2022 Oct 28, 2022	SELL	$30.47 - $36.87 $52,469 - $63,490	-1,722 Reduced 13.7%	10,851 $360,000
Q2 2022 Aug 03, 2022	SELL	$30.34 - $38.42 $112,652 - $142,653	-3,713 Reduced 22.8%	12,573 $435,000
Q1 2022 May 10, 2022	BUY	$35.57 - $40.83 $39,198 - $44,994	1,102 Added 7.26%	16,286 $619,000
Q4 2021 Feb 01, 2022	BUY	$38.24 - $42.82 $580,636 - $650,178	15,184 New	15,184 $612,000

399

33.5M

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