Level Financial Advisors, Inc. Ishares 0 5 Year Investment Gr Transaction History

Level Financial Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	BUY	$47.66 - $49.2 $5,337 - $5,510	112 Added 3.7%	3,143 $154,000
Q3 2023 Oct 18, 2023	SELL	$47.89 - $48.35 $7,614 - $7,687	-159 Reduced 4.98%	3,031 $145,000
Q1 2023 Apr 10, 2023	SELL	$47.6 - $48.55 $4,998 - $5,097	-105 Reduced 3.19%	3,190 $154,000
Q4 2022 Jan 23, 2023	BUY	$46.96 - $48.14 $135,338 - $138,739	2,882 Added 697.82%	3,295 $0
Q3 2022 Oct 18, 2022	BUY	$47.28 - $49.07 $19,526 - $20,265	413 New	413 $20,000
Q1 2022 Apr 08, 2022	BUY	$49.19 - $51.02 $83,672 - $86,785	1,701 New	1,701 $84,000

240

24.8M

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