Proquility Private Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Proquility Private Wealth Partners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$92.9 - $105.16 $1,393 - $1,577	15 Added 0.16%	9,126 $860,000
Q2 2023 Sep 14, 2023	BUY	$91.14 - $99.81 $1,458 - $1,596	16 Added 0.18%	9,111 $907,000
Q1 2023 May 10, 2023	BUY	$92.27 - $107.68 $298,677 - $348,560	3,237 Added 55.26%	9,095 $879,000
Q4 2022 Feb 14, 2023	SELL	$89.09 - $102.13 $256,757 - $294,338	-2,882 Reduced 32.97%	5,858 $554,000
Q3 2022 Nov 14, 2022	SELL	$87.04 - $106.5 $20,106 - $24,601	-231 Reduced 2.57%	8,740 $762,000
Q2 2022 Aug 10, 2022	BUY	$89.03 - $109.02 $9,259 - $11,338	104 Added 1.17%	8,971 $829,000
Q1 2022 May 16, 2022	BUY	$102.32 - $116.69 $82,469 - $94,052	806 Added 10.0%	8,867 $844,000
Q4 2021 Feb 14, 2022	BUY	$108.26 - $120.32 $872,683 - $969,899	8,061 New	8,061 $860,000

2,538

496M

771K

97.4K

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