Sea Crest Wealth Management, LLC Ishares Morningstar Value ETF Transaction History

Sea Crest Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	BUY	$58.45 - $69.44 $101,644 - $120,756	1,739 New	1,739 $105,000
Q3 2021 Nov 16, 2021	SELL	$63.06 - $66.8 $574,665 - $608,748	-9,113 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$61.94 - $65.62 $343,085 - $363,469	5,539 Added 154.98%	9,113 $588,000
Q1 2021 May 17, 2021	BUY	$55.47 - $61.79 $198,249 - $220,837	3,574 New	3,574 $439,000

136

8.09M

117K

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