Baker Tilly Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Baker Tilly Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$29.72 - $32.45 $181,440 - $198,107	-6,105 Reduced 21.22%	22,665 $730,000
Q1 2024 May 09, 2024	BUY	$27.81 - $31.24 $113,464 - $127,459	4,080 Added 16.52%	28,770 $896,000
Q4 2023 Jan 10, 2024	BUY	$24.27 - $28.43 $83,974 - $98,367	3,460 Added 16.3%	24,690 $698,000
Q3 2023 Oct 10, 2023	BUY	$25.04 - $26.55 $193,809 - $205,497	7,740 Added 57.38%	21,230 $533,000
Q2 2023 Jul 20, 2023	SELL	$23.59 - $25.68 $21,231 - $23,112	-900 Reduced 6.25%	13,490 $346,000
Q1 2023 Apr 12, 2023	BUY	$22.32 - $24.22 $83,030 - $90,098	3,720 Added 34.86%	14,390 $340,000
Q4 2022 Jan 26, 2023	BUY	$20.54 - $23.52 $219,161 - $250,958	10,670 New	10,670 $0

267

69.3M

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