Personal Wealth Partners Ishares Tr Core Growth Allocat Transaction History

Personal Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 20, 2021	SELL	$55.25 - $57.29 $16,464 - $17,072	-298 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$54.04 - $56.17 $16,103 - $16,738	298 New	298 $17,000
Q1 2020 May 07, 2020	SELL	$37.67 - $48.89 $73,230 - $95,042	-1,944 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$45.15 - $48.12 $32,327 - $34,453	-716 Reduced 26.92%	1,944 $93,000
Q3 2019 Oct 22, 2019	BUY	$45.85 - $46.22 $121,961 - $122,945	2,660 New	2,660 $123,000

410

16.5M

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