Source Financial Advisors LLC Ishares Expanded Tech Software Transaction History

Source Financial Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$257.24 - $353.96 $996,547 - $1.37 Million	-3,874 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$302.28 - $393.09 $65,292 - $84,907	-216 Reduced 5.28%	3,874 $1.34 Million
Q4 2021 Feb 14, 2022	SELL	$384.52 - $446.52 $4,614 - $5,358	-12 Reduced 0.29%	4,090 $1.63 Million
Q3 2021 Nov 15, 2021	SELL	$386.87 - $428.17 $21,277 - $23,549	-55 Reduced 1.32%	4,102 $1.64 Million
Q2 2021 Aug 16, 2021	BUY	$333.59 - $395.13 $63,715 - $75,469	191 Added 4.82%	4,157 $1.62 Million
Q1 2021 May 17, 2021	SELL	$326.82 - $385.88 $56,539 - $66,757	-173 Reduced 4.18%	3,966 $1.35 Million
Q4 2020 Feb 16, 2021	BUY	$302.67 - $365.08 $1.25 Million - $1.51 Million	4,139 New	4,139 $1.47 Million

545

51.1M

1.41M

2.33M

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