Smi Advisory Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Smi Advisory Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$56.42 - $63.15 $101,273 - $113,354	-1,795 Reduced 25.59%	5,219 $298,000
Q1 2023 Apr 11, 2023	SELL	$53.41 - $60.85 $198,257 - $225,875	-3,712 Reduced 34.61%	7,014 $403,000
Q3 2022 Oct 14, 2022	SELL	$50.31 - $61.06 $340,145 - $412,826	-6,761 Reduced 38.66%	10,726 $540,000
Q2 2022 Aug 25, 2022	BUY	$49.67 - $65.18 $868,579 - $1.14 Million	17,487 New	17,487 $908,000

360

18.8M

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