Prio Wealth Limited Partnership Ishares Trust Ishares 1 5 Year Transaction History

Prio Wealth Limited Partnership

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$49.4 - $51.28 $166,725 - $173,070	-3,375 Reduced 44.79%	4,161 $213,000
Q1 2023 May 12, 2023	SELL	$49.56 - $50.75 $173,460 - $177,625	-3,500 Reduced 31.71%	7,536 $380,000
Q4 2022 Feb 13, 2023	SELL	$48.63 - $50.19 $41,335 - $42,661	-850 Reduced 7.15%	11,036 $0
Q2 2022 Feb 27, 2023	SELL	$49.84 - $51.62 $82,236 - $85,173	-1,650 Reduced 14.95%	9,386 $474,000
Q1 2022 Feb 21, 2023	BUY	$51.49 - $53.86 $100,714 - $105,350	1,956 Added 17.72%	12,992 $672,000
Q2 2021 Aug 16, 2021	BUY	$54.57 - $54.92 $245,565 - $247,140	4,500 Added 60.93%	11,886 $651,000
Q3 2020 Nov 16, 2020	BUY	$54.69 - $55.09 $403,940 - $406,894	7,386 New	7,386 $406,000

974

315M

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