Minich Mac Gregor Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Minich Mac Gregor Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$76.38 - $89.16 $3.77 Million - $4.4 Million	49,400 Added 55.21%	138,873 $0
Q3 2022 Oct 06, 2022	BUY	$81.13 - $95.89 $7.26 Million - $8.58 Million	89,473 New	89,473 $7.26 Million
Q4 2020 Jan 19, 2021	SELL	$73.61 - $82.19 $525,869 - $587,165	-7,144 Closed	0 $0
Q3 2020 Oct 14, 2020	SELL	$70.19 - $76.14 $67,242 - $72,942	-958 Reduced 11.82%	7,144 $1.04 Million
Q2 2020 Aug 05, 2020	BUY	$64.5 - $78.05 $522,579 - $632,361	8,102 New	8,102 $1.14 Million
Q1 2020 Apr 21, 2020	SELL	$56.5 - $88.53 $5.89 Million - $9.22 Million	-104,181 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$77.06 - $81.5 $623,569 - $659,498	8,092 Added 8.42%	104,181 $16.9 Million
Q3 2019 Oct 21, 2019	BUY	$74.74 - $81.66 $1.13 Million - $1.24 Million	15,152 Added 18.72%	96,089 $15.6 Million
Q2 2019 Aug 05, 2019	BUY	$72.15 - $77.08 $338,599 - $361,736	4,693 Added 6.16%	80,937 $12.2 Million
Q1 2019 Apr 16, 2019	BUY	$65.82 - $74.61 $5.02 Million - $5.69 Million	76,244 New	76,244 $11.2 Million
Q4 2016 Jun 28, 2018	SELL	N/A	-24,995 Closed	0 $0
Q3 2016 Jun 28, 2018	BUY	N/A	2,202 Added 9.66%	24,995 $3.06 Million
Q2 2016 Jun 28, 2018	BUY	N/A	164 Added 0.72%	22,793 $2.99 Million
Q1 2016 Jun 28, 2018	BUY	N/A	22,629	22,629 $2.8 Million

283

7.81M

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