Iams Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History

Iams Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$88.44 - $99.24 $387,101 - $434,373	4,377 Added 49.63%	13,197 $1.25 Billion
Q4 2023 Feb 07, 2024	SELL	$76.85 - $90.58 $953,862 - $1.12 Million	-12,412 Reduced 58.46%	8,820 $795 Million
Q3 2023 Nov 14, 2023	BUY	$80.42 - $87.5 $1.71 Million - $1.86 Million	21,232 New	21,232 $1.72 Billion
Q1 2023 Oct 30, 2023	BUY	$76.64 - $86.44 $156,958 - $177,029	2,048 Added 11.22%	20,294 $1.61 Billion
Q4 2022 Oct 27, 2023	BUY	$73.15 - $84.99 $1.33 Million - $1.55 Million	18,246 New	18,246 $1.46 Billion

216

7.29M

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