Ae Wealth Management LLC Toews Agility Shares Managed R Transaction History

Ae Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$26.33 - $29.0 $204,847 - $225,620	-7,780 Reduced 40.15%	11,598 $335,000
Q3 2023 Oct 11, 2023	BUY	$27.74 - $30.0 $219,423 - $237,300	7,910 Added 68.97%	19,378 $540,000
Q2 2023 Jul 10, 2023	BUY	$27.1 - $29.07 $32,276 - $34,622	1,191 Added 11.59%	11,468 $333,000
Q1 2023 Apr 14, 2023	BUY	$25.3 - $27.25 $19,101 - $20,573	755 Added 7.93%	10,277 $280,000
Q4 2022 Jan 31, 2023	BUY	$25.47 - $27.09 $32,321 - $34,377	1,269 Added 15.38%	9,522 $244,000
Q3 2022 Oct 25, 2022	BUY	$25.55 - $28.03 $210,864 - $231,331	8,253 New	8,253 $211,000

4.31M

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