Wells Financial Advisors Inc Ishares Msci Kld 400 Social Et Transaction History

Wells Financial Advisors Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$71.07 - $79.2 $25,585 - $28,512	360 Added 195.65%	544 $42,000
Q4 2022 Feb 03, 2023	SELL	$66.36 - $76.94 $19,576 - $22,697	-295 Reduced 61.59%	184 $13,000
Q3 2022 Nov 09, 2022	SELL	$66.97 - $81.69 $9,040 - $11,028	-135 Reduced 21.99%	479 $32,000
Q2 2022 Aug 10, 2022	BUY	$69.6 - $87.62 $4,036 - $5,081	58 Added 10.43%	614 $44,000
Q1 2022 Apr 25, 2022	BUY	$79.44 - $93.34 $17,476 - $20,534	220 Added 65.48%	556 $48,000
Q2 2021 Aug 02, 2021	BUY	$77.33 - $82.83 $11,599 - $12,424	150 Added 80.65%	336 $28,000
Q4 2020 Feb 11, 2021	BUY	$62.23 - $71.54 $11,574 - $13,306	186 New	186 $13,000

574

26M

800

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

Stay updated on Wells Financial Advisors Inc with notifications on news.