Spire Wealth Management Ishares Esg Aware Msci Usa Sma Transaction History

Spire Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$36.99 - $39.96 $10,394 - $11,228	281 Added 44.32%	915 $35,000
Q4 2023 Feb 06, 2024	SELL	$30.96 - $38.59 $14,860 - $18,523	-480 Reduced 43.09%	634 $24,000
Q3 2023 Nov 08, 2023	BUY	$33.21 - $37.37 $14,313 - $16,106	431 Added 63.1%	1,114 $37,000
Q2 2023 Aug 09, 2023	BUY	$32.46 - $35.52 $21,520 - $23,549	663 Added 3315.0%	683 $24,000
Q1 2023 May 09, 2023	BUY	$32.27 - $37.51 $645 - $750	20 New	20 $0
Q3 2021 Oct 22, 2021	SELL	$37.66 - $40.76 $13,934 - $15,081	-370 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$38.02 - $40.93 $14,067 - $15,144	370 New	370 $15,000

401

33.7M

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