Legacy Wealth Planning, LLC Ishares Tr Transaction History

Legacy Wealth Planning, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$47.91 - $57.96 $181,578 - $219,668	-3,790 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$57.43 - $69.28 $9,877 - $11,916	-172 Reduced 4.34%	3,790 $223,000
Q4 2021 Feb 14, 2022	SELL	$58.66 - $66.11 $7,625 - $8,594	-130 Reduced 3.18%	3,962 $245,000
Q3 2021 Nov 22, 2021	SELL	$53.73 - $61.75 $329,096 - $378,218	-6,125 Reduced 59.95%	4,092 $248,000
Q3 2021 Nov 12, 2021	BUY	$53.73 - $61.75 $312,977 - $359,693	5,825 Added 132.63%	10,217 $248,000
Q1 2021 May 06, 2021	SELL	$45.07 - $59.28 $2,794 - $3,675	-62 Reduced 1.39%	4,392 $249,000
Q4 2019 Feb 12, 2020	BUY	$44.26 - $51.57 $197,134 - $229,692	4,454 New	4,454 $227,000

169

4.9M

192K

98.6K

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