York Bridge Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

York Bridge Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 21, 2019	SELL	$183.17 - $198.52 $33,153 - $35,932	-181 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$162.83 - $193.4 $15,794 - $18,759	-97 Reduced 34.89%	181 $34,000
Q4 2018 Feb 14, 2019	BUY	$156.48 - $199.76 $938 - $1,198	6 Added 2.21%	278 $46,000
Q1 2018 May 15, 2018	SELL	$179.89 - $199.21 $30,581 - $33,865	-170 Reduced 38.46%	272 $51,000
Q4 2017 Feb 12, 2018	BUY	$180.58 - $190.73 $1,805 - $1,907	10 Added 2.31%	442 $82,000
Q3 2017 Oct 27, 2017	SELL	$176.74 - $178.9 $7,246 - $7,334	-41 Reduced 8.67%	432 $77,000
Q2 2017 Aug 14, 2017	BUY	N/A	473	473 $83,000

2,461

1.05B

888K

55.6K

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