Ae Wealth Management LLC Blucora, Inc. Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	N/A	5,543 Added 68.79%	13,601 $342,000
Q1 2023 Apr 14, 2023	BUY	$0.0 - $29.91 $0 - $241,014	8,058 New	8,058 $203,000
Q4 2019 Jan 15, 2020	SELL	$19.17 - $26.29 $184,530 - $253,067	-9,626 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$20.81 - $30.58 $11,611 - $17,063	-558 Reduced 5.48%	9,626 $208,000
Q2 2019 Jul 22, 2019	BUY	$29.18 - $36.32 $297,169 - $369,882	10,184 New	10,184 $309,000

307K

Ticker BCOR
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 47,746,200
Market Cap $1.2B
Description
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brok...

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