Axxcess Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Axxcess Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$39.94 - $42.23 $21,008 - $22,212	-526 Reduced 9.21%	5,188 $219,000
Q4 2023 Feb 06, 2024	SELL	$36.09 - $40.63 $301,820 - $339,788	-8,363 Reduced 59.41%	5,714 $231,000
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $526,339 - $578,705	14,077 New	14,077 $526,000
Q1 2022 Aug 11, 2022	BUY	$39.95 - $43.09 $73,867 - $79,673	1,849 Added 6.65%	29,674 $1.26 Million
Q4 2021 Aug 11, 2022	BUY	$39.46 - $43.04 $1.1 Million - $1.2 Million	27,825 New	27,825 $1.2 Million

584

139M

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