R Pg Family Wealth Advisory, LLC Ishares S&P Midcap 400 Value E Transaction History

R Pg Family Wealth Advisory, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$111.9 - $124.28 $33,570 - $37,284	300 New	300 $37,000
Q2 2022 Aug 12, 2022	SELL	$91.51 - $110.2 $182,470 - $219,738	-1,994 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$102.45 - $110.12 $43,029 - $46,250	-420 Reduced 17.4%	1,994 $0
Q4 2020 Feb 16, 2021	BUY	$68.27 - $86.35 $82,401 - $104,224	1,207 Added 100.0%	2,414 $0
Q4 2019 Feb 12, 2020	SELL	$76.36 - $85.59 $2,061 - $2,310	-27 Reduced 2.19%	1,207 $0
Q1 2019 May 14, 2019	SELL	N/A	-352 Reduced 22.19%	1,234 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-46 Reduced 2.82%	1,586 $0
Q2 2018 Aug 10, 2018	BUY	N/A	1,632 New	1,632 $0

837

41M

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