Mascagni Wealth Management, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Mascagni Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$63.36 - $80.23 $22,492 - $28,481	-355 Reduced 11.16%	2,827 $227 Million
Q1 2025 Apr 22, 2025	BUY	$69.69 - $79.99 $7,387 - $8,478	106 Added 3.45%	3,182 $227 Million
Q1 2025 Apr 22, 2025	SELL	$69.69 - $79.99 $7,387 - $8,478	-106 Reduced 3.33%	3,076 $219,000
Q4 2024 Apr 22, 2025	BUY	$72.18 - $81.41 $7,651 - $8,629	106 Added 3.45%	3,182 $240,000
Q4 2024 Mar 21, 2025	BUY	$72.18 - $81.41 $222,025 - $250,417	3,076 New	3,076 $232 Million

407

23M

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