M Holdings Securities, Inc. Ishares S&P Midcap 400 Value E Transaction History

M Holdings Securities, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$97.23 - $116.09 $221,976 - $265,033	2,283 Added 72.32%	5,440 $559,000
Q4 2022 Feb 10, 2023	SELL	$98.46 - $106.74 $40,171 - $43,549	-408 Reduced 11.44%	3,157 $318,000
Q2 2022 Aug 16, 2022	SELL	N/A	-1,763 Reduced 33.09%	3,565 $337,000
Q1 2022 May 24, 2022	SELL	N/A	-20,854 Reduced 79.65%	5,328 $584,000
Q2 2021 Aug 19, 2021	BUY	N/A	4,184 Added 19.02%	26,182 $2.76 Million

Q1 2021 May 12, 2021	BUY	N/A	21,998 New	21,998 $2.24 Million

771

41.5M

4.1K

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