Baker Tilly Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History

Baker Tilly Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$30.03 - $33.13 $225,225 - $248,475	-7,500 Reduced 36.22%	13,205 $434,000
Q1 2024 May 09, 2024	BUY	$27.54 - $32.16 $22,858 - $26,692	830 Added 4.18%	20,705 $662,000
Q4 2023 Jan 10, 2024	BUY	$23.4 - $28.47 $58,032 - $70,605	2,480 Added 14.26%	19,875 $561,000
Q3 2023 Oct 10, 2023	BUY	$24.23 - $26.44 $183,542 - $200,283	7,575 Added 77.14%	17,395 $426,000
Q2 2023 Jul 20, 2023	BUY	$21.86 - $25.23 $214,665 - $247,758	9,820 New	9,820 $247,000

360

155M

5.9K

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