Morton Brown Family Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Morton Brown Family Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$41.17 - $43.25 $21,490 - $22,576	-522 Closed	0 $0
Q3 2023 Oct 18, 2023	SELL	$38.81 - $40.84 $127,956 - $134,649	-3,297 Reduced 86.33%	522 $20,000
Q4 2022 Feb 01, 2023	BUY	$36.07 - $39.57 $118,922 - $130,462	3,297 Added 631.61%	3,819 $145,000
Q4 2021 Feb 11, 2022	BUY	$44.53 - $46.0 $23,244 - $24,012	522 New	522 $24,000

251

11.3M

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