Sage Financial Management Group, Inc. Ishares Msci Kld 400 Social Et Transaction History

Sage Financial Management Group, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$80.77 - $87.25 $303,049 - $327,362	3,752 New	3,752 $305,000
Q1 2023 May 01, 2023	SELL	$71.07 - $79.2 $70,359 - $78,408	-990 Reduced 23.93%	3,147 $245,000
Q4 2022 Jan 20, 2023	SELL	$69.01 - $76.94 $690 - $769	-10 Reduced 0.24%	4,137 $297,000
Q3 2022 Oct 24, 2022	SELL	N/A	-990 Reduced 19.27%	4,147 $278,000
Q1 2022 Apr 28, 2022	BUY	N/A	990 Added 23.87%	5,137 $445,000

Q4 2021 Feb 08, 2022	BUY	N/A	4,147 New	4,147 $385,000
Q2 2021 Aug 03, 2021	SELL	N/A	-1,728 Closed	0 $0
Q1 2021 May 11, 2021	BUY	N/A	1,728 New	1,728 $132,000

535

25.5M

400

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