M Holdings Securities, Inc. Ishares Morningstar Growth ETF Transaction History

M Holdings Securities, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 26, 2023	SELL	N/A	-575 Reduced 7.37%	7,230 $451,000
Q1 2023 May 15, 2023	SELL	N/A	-575 Reduced 6.86%	7,805 $432,000
Q2 2022 Aug 16, 2022	SELL	N/A	-270 Reduced 3.12%	8,380 $420,000
Q1 2022 May 24, 2022	BUY	N/A	8,650 New	8,650 $562,000
Q2 2021 Aug 19, 2021	SELL	N/A	-1,827 Closed	0 $0
Q1 2021 May 12, 2021	BUY	N/A	1,827 New	1,827 $527,000
Q2 2019 Aug 16, 2019	SELL	N/A	-1,730 Closed	0 $0
Q1 2019 May 17, 2019	BUY	N/A	1,730 New	1,730 $316,000

265

15.8M

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