Personal Wealth Partners Ishares S&P Midcap 400 Growth Transaction History

Personal Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$61.85 - $78.06 $218,949 - $276,332	-3,540 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$60.53 - $72.82 $160,707 - $193,337	2,655 Added 300.0%	3,540 $256,000
Q3 2020 Nov 02, 2020	BUY	$55.44 - $62.69 $49,064 - $55,480	885 New	885 $212,000
Q2 2020 Aug 06, 2020	SELL	$41.56 - $59.34 $54,028 - $77,142	-1,300 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$37.62 - $61.93 $7,147 - $11,766	-190 Reduced 12.75%	1,300 $232,000
Q1 2019 Apr 17, 2019	BUY	N/A	1,490 New	1,490 $326,000

934

73.6M

5.1K

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