Tradition Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Tradition Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$67.78 - $80.04 $67 - $80	1 Added 0.11%	911 $87,000
Q3 2023 Nov 13, 2023	BUY	$71.48 - $77.94 $142 - $155	2 Added 0.22%	910 $78,000
Q2 2023 Aug 14, 2023	SELL	$69.13 - $75.0 $4,355 - $4,725	-63 Reduced 6.49%	908 $81,000
Q1 2023 May 11, 2023	BUY	$67.77 - $74.78 $4,269 - $4,711	63 Added 6.94%	971 $84,000
Q4 2022 Feb 03, 2023	BUY	$63.9 - $72.95 $63 - $72	1 Added 0.11%	908 $75,000
Q2 2022 Aug 02, 2022	BUY	$61.85 - $78.06 $25,358 - $32,004	410 Added 82.49%	907 $70,000
Q1 2021 May 14, 2021	BUY	$71.22 - $80.18 $4,059 - $4,570	57 Added 12.95%	497 $39,000
Q4 2020 Feb 16, 2021	BUY	$60.53 - $72.82 $26,633 - $32,040	440 New	440 $32,000

920

75.1M

2.7K

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