Shore Haven Wealth Partners, LLC Ishares Msci Usa Value Factor Transaction History

Shore Haven Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$88.06 - $99.54 $904,464 - $1.02 Million	-10,271 Reduced 82.29%	2,211 $204,000
Q4 2022 Jan 24, 2023	SELL	$82.98 - $97.89 $12,778 - $15,075	-154 Reduced 1.22%	12,482 $0
Q3 2022 Nov 09, 2022	BUY	$81.86 - $99.37 $141,290 - $171,512	1,726 Added 15.82%	12,636 $1.03 Million
Q2 2022 Aug 01, 2022	SELL	$88.4 - $105.81 $135,959 - $162,735	-1,538 Reduced 12.36%	10,910 $987,000
Q1 2022 May 13, 2022	BUY	$100.54 - $114.92 $1.25 Million - $1.43 Million	12,448 New	12,448 $1.3 Million

436

52.5M

100

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