Rooted Wealth Advisors, Inc. Global X Fds U S Pfd ETF (De) Transaction History

Rooted Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$19.48 - $20.97 $55,420 - $59,659	-2,845 Reduced 21.07%	10,655 $219,000
Q2 2024 Jul 25, 2024	BUY	$19.15 - $20.2 $44,198 - $46,621	2,308 Added 20.62%	13,500 $269,000
Q1 2024 Apr 17, 2024	BUY	$19.39 - $20.35 $19,564 - $20,533	1,009 Added 9.91%	11,192 $224,000
Q4 2023 Feb 07, 2024	BUY	$17.49 - $19.71 $178,100 - $200,706	10,183 New	10,183 $202,000

299

61.9M

2.1K

1.8K

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