Personal Wealth Partners Ishares Tr Core Moderate Alloc Transaction History

Personal Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 20, 2021	SELL	$44.74 - $45.93 $7,024 - $7,211	-157 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$43.8 - $45.14 $6,876 - $7,086	157 New	157 $7,000
Q1 2020 May 07, 2020	SELL	$34.02 - $40.94 $40,041 - $48,186	-1,177 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$38.71 - $40.3 $36,658 - $38,164	-947 Reduced 44.59%	1,177 $47,000
Q3 2019 Oct 22, 2019	BUY	$38.32 - $39.31 $81,391 - $83,494	2,124 New	2,124 $83,000

250

11.3M

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