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

1,101

188M

167K

797K

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