Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 07, 2022	SELL	$29.77 - $31.71 $220,744 - $235,129	-7,415 Closed	0 $0
Q3 2021 Dec 10, 2021	BUY	$30.42 - $32.96 $3,863 - $4,185	127 Added 1.74%	7,415 $226,000
Q2 2021 Aug 12, 2021	BUY	$31.67 - $34.02 $2,533 - $2,721	80 Added 1.11%	7,288 $236,000
Q1 2021 May 14, 2021	BUY	$29.53 - $32.13 $2,775 - $3,020	94 Added 1.32%	7,208 $227,000
Q4 2020 Feb 16, 2021	BUY	$24.08 - $29.73 $171,305 - $211,499	7,114 New	7,114 $210,000

464

75.8M

24.7K

23.3K

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