Westshore Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Westshore Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Oct 31, 2024	SELL	$102.13 - $110.88 $226,217 - $245,599	-2,215 Closed	0 $0
Q3 2023 Feb 15, 2024	SELL	$92.9 - $105.16 $169,263 - $191,601	-1,822 Reduced 45.13%	2,215 $208,000
Q2 2023 Sep 05, 2023	SELL	$91.14 - $99.81 $105,722 - $115,779	-1,160 Reduced 22.32%	4,037 $402,000
Q1 2023 May 12, 2023	SELL	$92.27 - $107.68 $705,035 - $822,782	-7,641 Reduced 59.52%	5,197 $502,000
Q4 2022 Feb 14, 2023	BUY	$89.09 - $102.13 $1.14 Million - $1.31 Million	12,838 New	12,838 $1.21 Million
Q2 2022 Jul 15, 2022	BUY	$89.03 - $109.02 $192,482 - $235,701	2,162 New	2,162 $200,000

2,566

500M

1.04M

671K

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

Stay updated on Westshore Wealth, LLC with notifications on news.