Phoenix Wealth Advisors Ishares Russell 1000 Val ETF Transaction History

Phoenix Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$169.4 - $179.05 $38,962 - $41,181	-230 Reduced 11.98%	1,690 $294,000
Q1 2024 Apr 26, 2024	SELL	$161.84 - $179.11 $45,315 - $50,150	-280 Reduced 12.73%	1,920 $343,000
Q4 2022 Feb 06, 2023	BUY	$136.78 - $158.99 $38,982 - $45,312	285 Added 14.88%	2,200 $333,000
Q3 2022 Nov 07, 2022	BUY	$135.99 - $161.15 $260,420 - $308,602	1,915 New	1,915 $260,000
Q4 2021 Feb 11, 2022	SELL	$157.12 - $168.08 $46,664 - $49,919	-297 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$134.89 - $153.0 $12,140 - $13,770	90 Added 43.48%	297 $45,000
Q4 2020 Feb 05, 2021	BUY	$115.84 - $136.73 $23,978 - $28,303	207 New	207 $28,000

1,715

256M

606K

653K

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