Valeo Financial Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Valeo Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$54.57 - $54.92 $7,639 - $7,688	-140 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$54.5 - $55.17 $7,630 - $7,723	140 New	140 $8,000
Q4 2020 Feb 11, 2021	SELL	$54.79 - $55.17 $14,081 - $14,178	-257 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$54.69 - $55.09 $7,547 - $7,602	-138 Reduced 34.94%	257 $14,000
Q1 2020 Apr 13, 2020	BUY	$47.21 - $54.5 $6,514 - $7,521	138 Added 53.7%	395 $21,000
Q4 2019 Jan 24, 2020	SELL	$53.49 - $53.82 $47,499 - $47,792	-888 Reduced 77.55%	257 $14,000
Q3 2019 Oct 15, 2019	BUY	$53.16 - $53.82 $60,868 - $61,623	1,145 New	1,145 $61,000

959

310M

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