Tradition Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Tradition Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$61.64 - $74.67 $108,239 - $131,120	-1,756 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$67.21 - $80.45 $76,753 - $91,873	-1,142 Reduced 39.41%	1,756 $129,000
Q4 2021 Feb 14, 2022	SELL	$76.64 - $82.32 $451,256 - $484,700	-5,888 Reduced 67.02%	2,898 $230,000
Q3 2021 Nov 12, 2021	SELL	$77.09 - $82.48 $2,312 - $2,474	-30 Reduced 0.34%	8,786 $689,000
Q2 2021 Aug 09, 2021	SELL	$76.82 - $82.21 $62,454 - $66,836	-813 Reduced 8.44%	8,816 $697,000
Q1 2021 May 14, 2021	BUY	$72.34 - $76.86 $19,748 - $20,982	273 Added 2.92%	9,629 $731,000
Q4 2020 Feb 16, 2021	BUY	$61.15 - $73.67 $572,119 - $689,256	9,356 New	9,356 $683,000

635

93.2M

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

Stay updated on Tradition Wealth Management, LLC with notifications on news.