Tradition Wealth Management, LLC Ishares Tr Transaction History

Tradition Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$61.3 - $70.47 $6,068 - $6,976	-99 Reduced 8.86%	1,018 $72,000
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $264 - $276	4 Added 0.36%	1,117 $75,000
Q1 2023 May 11, 2023	BUY	$62.17 - $67.7 $29,406 - $32,022	473 Added 73.91%	1,113 $74,000
Q4 2022 Feb 03, 2023	SELL	$52.35 - $63.65 $178,827 - $217,428	-3,416 Reduced 84.22%	640 $39,000
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $8,161 - $9,843	156 Added 4.0%	4,056 $214,000
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $31,850 - $38,753	550 Added 16.42%	3,900 $230,000
Q1 2022 May 11, 2022	BUY	$63.26 - $75.48 $4,111 - $4,906	65 Added 1.98%	3,350 $233,000
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $23,806 - $25,583	329 Added 11.13%	3,285 $245,000
Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $5,254 - $5,630	72 Added 2.5%	2,956 $220,000
Q2 2021 Aug 09, 2021	SELL	$73.11 - $77.88 $73 - $77	-1 Reduced 0.03%	2,884 $216,000
Q1 2021 May 14, 2021	SELL	$68.58 - $73.12 $925,555 - $986,827	-13,496 Reduced 82.39%	2,885 $208,000
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $952,227 - $1.14 Million	16,381 New	16,381 $1.13 Million

2,005

1.43B

164K

52.1K

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