Baker Tilly Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Baker Tilly Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$69.56 - $76.3 $160,961 - $176,558	-2,314 Reduced 37.62%	3,837 $292,000
Q4 2023 Jan 10, 2024	BUY	$61.43 - $70.36 $164,325 - $188,213	2,675 Added 76.96%	6,151 $432,000
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $94,465 - $102,339	-1,494 Reduced 30.06%	3,476 $220,000
Q2 2023 Jul 20, 2023	BUY	$61.86 - $66.66 $20,908 - $22,531	338 Added 7.3%	4,970 $331,000
Q1 2023 Apr 12, 2023	BUY	$59.34 - $63.43 $71,682 - $76,623	1,208 Added 35.28%	4,632 $288,000
Q4 2022 Jan 26, 2023	BUY	$54.71 - $63.51 $187,327 - $217,458	3,424 New	3,424 $0

684

133M

16.5K

200

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