Signature Wealth Management Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Signature Wealth Management Partners, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$29.33 - $31.46 $1,349 - $1,447	46 Added 0.66%	7,029 $217,000
Q1 2023 May 02, 2023	SELL	$29.86 - $33.81 $30,785 - $34,858	-1,031 Reduced 12.86%	6,983 $218,000
Q4 2022 Feb 03, 2023	BUY	$29.96 - $32.28 $1,887 - $2,033	63 Added 0.79%	8,014 $244,000
Q3 2022 Nov 01, 2022	BUY	$31.4 - $35.35 $1,067 - $1,201	34 Added 0.43%	7,951 $252,000
Q2 2022 Jul 22, 2022	BUY	$32.02 - $36.26 $928 - $1,051	29 Added 0.37%	7,917 $260,000
Q1 2022 May 10, 2022	BUY	$34.86 - $39.14 $453 - $508	13 Added 0.17%	7,888 $287,000
Q4 2021 Jan 19, 2022	BUY	$38.29 - $39.43 $612 - $630	16 Added 0.2%	7,875 $311,000
Q3 2021 Oct 20, 2021	BUY	$38.55 - $39.48 $41,402 - $42,401	1,074 Added 15.83%	7,859 $305,000
Q2 2021 Jul 29, 2021	BUY	$37.96 - $39.34 $493 - $511	13 Added 0.19%	6,785 $267,000
Q1 2021 May 14, 2021	BUY	$37.15 - $38.46 $334 - $346	9 Added 0.13%	6,772 $260,000
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $244,347 - $260,443	6,763 New	6,763 $260,000

1,100

188M

167K

797K

Get notified when there are updates to the investment portfolio of Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.