Altium Wealth Management LLC Ishares Tr U S Utils ETF Transaction History

Altium Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 31, 2020	SELL	$64.5 - $78.05 $114,100 - $138,070	-1,769 Closed	0 $0
Q1 2020 Apr 23, 2020	SELL	$56.5 - $88.53 $28,193 - $44,176	-499 Reduced 22.0%	1,769 $244,000
Q4 2019 Jan 17, 2020	SELL	$77.06 - $81.5 $4,546 - $4,808	-59 Reduced 2.54%	2,268 $368,000
Q3 2019 Nov 12, 2019	SELL	$74.74 - $81.66 $7,473 - $8,166	-100 Reduced 4.12%	2,327 $379,000
Q3 2018 Nov 13, 2018	SELL	$65.43 - $69.3 $2,355 - $2,494	-36 Reduced 1.46%	2,427 $325,000

Q2 2018 Aug 14, 2018	BUY	$61.72 - $66.07 $152,016 - $162,730	2,463 New	2,463 $325,000

229

4.42M

4.4K

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