Personal Wealth Partners Ishares Msci Kld 400 Social Et Transaction History

Personal Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$69.6 - $87.62 $1.68 Million - $2.11 Million	-24,113 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$79.44 - $93.34 $14,219 - $16,707	179 Added 0.75%	24,113 $2.09 Million
Q4 2020 Feb 08, 2021	BUY	$62.23 - $71.54 $744,706 - $856,119	11,967 Added 100.0%	23,934 $1.71 Million
Q2 2019 Jul 30, 2019	BUY	N/A	55 Added 0.46%	11,967 $1.31 Million
Q1 2019 Apr 17, 2019	BUY	N/A	11,912 New	11,912 $1.26 Million

572

26M

800

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

Stay updated on Personal Wealth Partners with notifications on news.