Winch Advisory Services, LLC Ishares Tr Core Moderate Alloc Transaction History

Winch Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 26, 2022	SELL	$41.74 - $45.45 $6,970 - $7,590	-167 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$44.53 - $46.0 $9,039 - $9,338	-203 Reduced 54.86%	167 $8,000
Q3 2021 Nov 10, 2021	SELL	$44.74 - $45.93 $25,054 - $25,720	-560 Reduced 60.22%	370 $17,000
Q2 2021 Aug 05, 2021	SELL	$43.8 - $45.14 $9,855 - $10,156	-225 Reduced 19.48%	930 $42,000
Q1 2021 May 03, 2021	BUY	$42.87 - $44.08 $44,327 - $45,578	1,034 Added 854.55%	1,155 $50,000
Q3 2020 Nov 04, 2020	BUY	$39.91 - $42.11 $4,829 - $5,095	121 New	121 $5,000

257

11.4M

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