Steel Peak Wealth Management LLC Ishares Tr Core Conservative A Transaction History

Steel Peak Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$39.5 - $40.38 $214,682 - $219,465	-5,435 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$38.82 - $39.8 $1,746 - $1,790	-45 Reduced 0.82%	5,435 $216,000
Q1 2021 May 18, 2021	SELL	$38.23 - $39.22 $6,575 - $6,745	-172 Reduced 3.04%	5,480 $212,000
Q4 2020 Feb 04, 2021	SELL	$36.77 - $38.75 $7,096 - $7,478	-193 Reduced 3.3%	5,652 $219,000
Q3 2020 Oct 26, 2020	BUY	$36.38 - $37.99 $212,641 - $222,051	5,845 New	5,845 $217,000

173

5.14M

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