Wealth Advisors Of Tampa Bay, LLC Ishares S&P 500 Value 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	$153.33 - $166.75 $202,548 - $220,276	1,321 Added 100.0%	2,642 $406,000
Q2 2023 Aug 02, 2023	SELL	$149.72 - $161.19 $41,921 - $45,133	-280 Reduced 17.49%	1,321 $212,000
Q4 2022 Feb 14, 2023	SELL	$129.68 - $151.79 $17,506 - $20,491	-135 Reduced 7.78%	1,601 $232,000
Q3 2022 Oct 12, 2022	SELL	$128.52 - $150.96 $223,110 - $262,066	-1,736 Reduced 50.0%	1,736 $223,000
Q2 2022 Jul 18, 2022	SELL	$133.27 - $158.52 $4,531 - $5,389	-34 Reduced 0.97%	3,472 $477,000
Q4 2021 Feb 10, 2022	BUY	$145.8 - $156.8 $255,587 - $274,870	1,753 Added 100.0%	3,506 $549,000
Q2 2021 Jul 27, 2021	BUY	$142.18 - $151.25 $40,236 - $42,803	283 Added 19.25%	1,753 $259,000
Q1 2021 Apr 19, 2021	BUY	$125.98 - $142.4 $185,190 - $209,328	1,470 New	1,470 $208,000

1,529

139M

91.7K

29.4K

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