Western Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Western Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	BUY	$36.57 - $40.81 $44,103 - $49,216	1,206 Added 21.76%	6,748 $247,000
Q1 2022 May 10, 2022	BUY	$41.74 - $45.45 $231,323 - $251,883	5,542 New	5,542 $238,000
Q1 2020 Apr 27, 2020	SELL	$34.02 - $40.94 $729,967 - $878,449	-21,457 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$38.71 - $40.3 $29,845 - $31,071	-771 Reduced 3.47%	21,457 $861,000
Q3 2019 Nov 08, 2019	BUY	$38.32 - $39.31 $8,775 - $9,001	229 Added 1.04%	22,228 $874,000
Q2 2019 Aug 06, 2019	BUY	$37.75 - $39.08 $1,925 - $1,993	51 Added 0.23%	21,999 $860,000
Q1 2019 May 10, 2019	BUY	$35.53 - $38.06 $779,812 - $835,340	21,948 New	21,948 $835,000

251

11.3M

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