Wealthsource Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Wealthsource Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$80.96 - $102.19 $212,519 - $268,248	-2,625 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$93.09 - $107.63 $244,361 - $282,528	2,625 New	2,625 $265,000
Q1 2020 May 12, 2020	SELL	$49.67 - $76.42 $371,680 - $571,850	-7,483 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$65.12 - $72.96 $192,234 - $215,377	-2,952 Reduced 28.29%	7,483 $544,000
Q3 2019 Nov 15, 2019	BUY	$64.37 - $68.57 $128,933 - $137,345	2,003 Added 23.75%	10,435 $700,000
Q2 2019 Aug 09, 2019	BUY	$62.47 - $67.06 $526,747 - $565,449	8,432 New	8,432 $562,000

1,377

303M

58.9K

20K

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealthsource Partners, LLC with notifications on news.