Mission Wealth Management, LP Ishares Core S&P U.S Growth Et Transaction History

Mission Wealth Management, LP

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$100.95 - $117.92 $696,151 - $813,176	6,896 Added 199.71%	10,349 $1.21 Million
Q4 2023 Feb 05, 2024	BUY	$91.06 - $104.51 $84,594 - $97,089	929 Added 36.81%	3,453 $359,000
Q2 2023 Aug 04, 2023	BUY	$87.77 - $97.64 $4,388 - $4,882	50 Added 2.02%	2,524 $246,000
Q1 2023 Apr 07, 2023	SELL	$79.81 - $88.77 $62,730 - $69,773	-786 Reduced 24.11%	2,474 $219,000
Q4 2022 Feb 02, 2023	BUY	$78.88 - $88.47 $257,148 - $288,412	3,260 New	3,260 $265,000
Q2 2022 Jul 27, 2022	SELL	$80.61 - $107.49 $217,888 - $290,545	-2,703 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$94.61 - $116.48 $255,730 - $314,845	2,703 New	2,703 $286,000

740

115M

6.3K

3.3K

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

Stay updated on Mission Wealth Management, LP with notifications on news.