Wealthsource Partners, LLC Ishares Tr Ishares Morningstar Transaction History

Wealthsource Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$18.45 - $19.73 $651,155 - $696,330	35,293 New	35,293 $669,000
Q1 2020 May 12, 2020	SELL	N/A	-10,037 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	357 Added 3.69%	10,037 $252,000
Q1 2019 May 16, 2019	SELL	N/A	-925 Reduced 8.72%	9,680 $239,000
Q4 2018 Feb 06, 2019	BUY	N/A	1,188 Added 12.62%	10,605 $247,000

Q3 2018 Nov 13, 2018	BUY	N/A	9,417 New	9,417 $233,000

1.12M

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