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

166

4.76M

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