Altium Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Altium Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 23, 2020	SELL	$49.9 - $52.72 $862,022 - $910,738	-17,275 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$51.73 - $52.15 $69,576 - $70,141	-1,345 Reduced 7.22%	17,275 $895,000
Q2 2019 Jul 18, 2019	BUY	$51.22 - $51.68 $441,516 - $445,481	8,620 Added 86.2%	18,620 $962,000
Q1 2019 Apr 26, 2019	BUY	$51.01 - $51.34 $204,040 - $205,360	4,000 Added 66.67%	10,000 $513,000
Q4 2018 Jan 18, 2019	BUY	$50.81 - $51.07 $304,860 - $306,420	6,000 New	6,000 $306,000

418

70.9M

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