Legacy Wealth Planning, LLC Ishares Tr Transaction History

Legacy Wealth Planning, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$67.96 - $84.37 $173,433 - $215,312	-2,552 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$83.02 - $90.24 $1,992 - $2,165	-24 Reduced 0.93%	2,552 $221,000
Q3 2021 Nov 22, 2021	SELL	$79.17 - $85.45 $120,021 - $129,542	-1,516 Reduced 37.05%	2,576 $213,000
Q3 2021 Nov 12, 2021	BUY	$79.17 - $85.45 $120,021 - $129,542	1,516 Added 58.85%	4,092 $213,000
Q1 2021 May 06, 2021	BUY	$65.2 - $76.35 $39,054 - $45,733	599 Added 30.3%	2,576 $193,000
Q4 2019 Feb 12, 2020	BUY	$62.23 - $68.93 $123,028 - $136,274	1,977 New	1,977 $272,000

409

18M

19.7K

3.9K

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

Stay updated on Legacy Wealth Planning, LLC with notifications on news.