Lwm Advisory Services, LLC Ishares S&P Midcap 400 Value E Transaction History

Lwm Advisory Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 16, 2022	SELL	$90.0 - $107.68 $39,780 - $47,594	-442 Reduced 12.67%	3,047 $274,000
Q2 2022 Aug 15, 2022	SELL	$91.51 - $110.2 $7,229 - $8,705	-79 Reduced 2.21%	3,489 $329,000
Q1 2022 May 09, 2022	SELL	$102.52 - $112.86 $24,297 - $26,747	-237 Reduced 6.23%	3,568 $391,000
Q4 2021 Feb 18, 2022	BUY	$103.36 - $113.35 $393,284 - $431,296	3,805 New	3,805 $421,000

813

40.8M

8.9K

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

Stay updated on Lwm Advisory Services, LLC with notifications on news.