Wooster Corthell Wealth Management, Inc. Ishares Trust Ishares Pfd And Transaction History

Wooster Corthell Wealth Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 23, 2021	SELL	$37.15 - $38.46 $311,539 - $322,525	-8,386 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	$34.54 - $36.7 $263,643 - $280,131	-7,633 Reduced 47.65%	8,386 $306,000
Q2 2020 Jul 24, 2020	SELL	$30.01 - $35.86 $13,684 - $16,352	-456 Reduced 2.77%	16,019 $555,000
Q1 2020 Apr 16, 2020	BUY	$25.12 - $38.29 $413,852 - $630,827	16,475 New	16,475 $525,000
Q4 2018 Jan 31, 2019	SELL	$33.41 - $36.68 $500,882 - $549,906	-14,992 Closed	0 $0
Q2 2018 Jul 16, 2018	SELL	$36.91 - $37.71 $8,821 - $9,012	-239 Reduced 1.57%	14,992 $565,000
Q1 2018 May 01, 2018	BUY	$36.79 - $38.19 $16,150 - $16,765	439 Added 2.97%	15,231 $572,000
Q4 2017 Feb 02, 2018	BUY	$38.07 - $38.65 $128,295 - $130,250	3,370 Added 29.5%	14,792 $563,000
Q3 2017 Oct 20, 2017	BUY	$38.8 - $38.86 $443,173 - $443,858	11,422	11,422 $443,000

1,100

188M

167K

797K

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