Wealth Advisors Of Tampa Bay, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wealth Advisors Of Tampa Bay, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	BUY	$92.9 - $105.16 $208,467 - $235,979	2,244 New	2,244 $211,000
Q2 2022 Jul 18, 2022	BUY	$89.03 - $109.02 $15,491 - $18,969	174 Added 8.19%	2,298 $212,000
Q4 2021 Feb 10, 2022	BUY	$108.26 - $120.32 $229,944 - $255,559	2,124 New	2,124 $243,000
Q2 2019 Jul 23, 2019	SELL	$73.17 - $81.37 $205,680 - $228,731	-2,811 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$68.34 - $81.18 $53,305 - $63,320	-780 Reduced 21.72%	2,811 $217,000
Q4 2018 Feb 08, 2019	SELL	$65.14 - $85.94 $37,585 - $49,587	-577 Reduced 13.84%	3,591 $248,000
Q2 2018 Jul 19, 2018	BUY	$75.25 - $86.64 $75,024 - $86,380	997 Added 31.44%	4,168 $352,000
Q1 2018 May 11, 2018	BUY	$73.35 - $80.36 $232,592 - $254,821	3,171 New	3,171 $244,000

2,538

496M

771K

97.4K

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Tampa Bay, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Advisors Of Tampa Bay, LLC with notifications on news.