Lowery Thomas, LLC Ishares Russell Midcap Value E Transaction History

Lowery Thomas, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$96.57 - $111.69 $302,843 - $350,259	-3,136 Reduced 20.27%	12,334 $1.3 Million
Q3 2022 Nov 14, 2022	SELL	$96.05 - $115.74 $133,125 - $160,415	-1,386 Reduced 8.22%	15,470 $1.49 Million
Q2 2022 Aug 15, 2022	SELL	$99.42 - $121.64 $528,218 - $646,273	-5,313 Reduced 23.97%	16,856 $1.71 Million
Q1 2022 May 10, 2022	BUY	$112.23 - $123.59 $23,343 - $25,706	208 Added 0.95%	22,169 $2.65 Million
Q4 2021 May 10, 2022	BUY	$114.04 - $122.75 $2.5 Million - $2.7 Million	21,961 New	21,961 $2.69 Million

938

93.3M

36.4K

1.6K

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

Stay updated on Lowery Thomas, LLC with notifications on news.