Triad Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History

Triad Financial Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$63.23 - $73.93 $25,292 - $29,572	400 Added 8.02%	5,390 $380,000
Q2 2022 Aug 11, 2022	SELL	$64.88 - $77.18 $24,589 - $29,251	-379 Reduced 7.06%	4,990 $334,000
Q1 2022 May 09, 2022	SELL	$71.81 - $77.49 $77,985 - $84,154	-1,086 Reduced 16.82%	5,369 $407,000
Q4 2021 May 09, 2022	BUY	$71.13 - $76.45 $459,144 - $493,484	6,455 New	6,455 $493,000

726

163M

2.8K

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Triad Financial Advisors, Inc. with notifications on news.