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

713

158M

2.8K

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