Monterey Private Wealth, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Monterey Private Wealth, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 18, 2022	SELL	$70.21 - $77.4 $293,548 - $323,609	-4,181 Closed	0 $0
Q3 2021 Oct 08, 2021	SELL	$72.22 - $79.08 $4,766 - $5,219	-66 Reduced 1.55%	4,181 $310,000
Q2 2021 Aug 30, 2021	BUY	$72.9 - $77.14 $65,901 - $69,734	904 Added 27.04%	4,247 $315,000
Q1 2021 Apr 28, 2021	BUY	$68.09 - $73.16 $227,624 - $244,573	3,343 New	3,343 $253,000

719

110M

12.6K

22.8K

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