M Holdings Securities, Inc. Ishares Russell Midcap Value E Transaction History

M Holdings Securities, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$96.57 - $111.69 $17,092 - $19,769	-177 Reduced 5.54%	3,019 $318,000
Q3 2022 Nov 16, 2022	SELL	$96.05 - $115.74 $3,649 - $4,398	-38 Reduced 1.18%	3,196 $307,000
Q2 2022 Aug 16, 2022	BUY	$99.42 - $121.64 $20,878 - $25,544	210 Added 6.94%	3,234 $328,000
Q1 2022 May 24, 2022	BUY	$112.23 - $123.59 $339,383 - $373,736	3,024 New	3,024 $362,000
Q4 2017 Feb 15, 2018	SELL	$85.33 - $89.5 $266,912 - $279,956	-3,128 Closed	0 $0
Q3 2017 Nov 15, 2017	SELL	$84.38 - $84.93 $71,723 - $72,190	-850 Reduced 21.37%	3,128 $266,000
Q2 2017 Aug 22, 2017	BUY	N/A	3,978	3,978 $335,000

923

94.8M

43.6K

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

Stay updated on M Holdings Securities, Inc. with notifications on news.