Western Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Western Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$33.17 - $36.3 $187,742 - $205,457	5,660 New	5,660 $204,000
Q2 2023 Aug 30, 2023	SELL	$34.52 - $35.41 $200,906 - $206,086	-5,820 Closed	0 $0
Q1 2023 Aug 30, 2023	BUY	$33.78 - $35.5 $196,599 - $206,610	5,820 New	5,820 $203,000
Q3 2022 Nov 04, 2022	SELL	$32.47 - $35.96 $74,875 - $82,923	-2,306 Reduced 16.54%	11,640 $380,000
Q1 2022 May 10, 2022	BUY	$36.82 - $39.84 $232,186 - $251,231	6,306 Added 82.54%	13,946 $526,000
Q4 2021 Feb 14, 2022	BUY	$39.36 - $40.4 $26,253 - $26,946	667 Added 9.57%	7,640 $306,000
Q1 2021 May 14, 2021	BUY	$38.23 - $39.22 $266,577 - $273,481	6,973 New	6,973 $270,000

173

5.14M

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

Stay updated on Western Wealth Management, LLC with notifications on news.