York Bridge Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

York Bridge Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 14, 2019	SELL	$33.41 - $36.68 $2,338 - $2,567	-70 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$36.79 - $38.19 $4,598 - $4,773	-125 Reduced 64.1%	70 $3,000
Q4 2017 Feb 12, 2018	BUY	$38.07 - $38.65 $418 - $425	11 Added 5.98%	195 $7,000
Q3 2017 Oct 27, 2017	BUY	$38.8 - $38.86 $931 - $932	24 Added 15.0%	184 $7,000
Q2 2017 Aug 14, 2017	BUY	N/A	160	160 $6,000

1,100

188M

167K

797K

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