Southern Wealth Management, LLP Ishares Trust Ishares Pfd And Transaction History

Southern Wealth Management, LLP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$32.02 - $36.26 $276,108 - $312,669	-8,623 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $17,952 - $20,157	-515 Reduced 5.64%	8,623 $314,000
Q4 2021 Feb 10, 2022	SELL	$38.29 - $39.43 $36,452 - $37,537	-952 Reduced 9.44%	9,138 $360,000
Q2 2021 Aug 13, 2021	BUY	$37.96 - $39.34 $42,705 - $44,257	1,125 Added 12.55%	10,090 $398,000
Q1 2021 May 17, 2021	BUY	$37.15 - $38.46 $11,479 - $11,884	309 Added 3.57%	8,965 $344,000

Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $312,741 - $333,342	8,656 New	8,656 $333,000

1,104

198M

454K

746K

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

Stay updated on Southern Wealth Management, LLP with notifications on news.