Balasa Dinverno & Foltz LLC Guggenheim S&P 500 Pure Growth Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 07, 2020
SELL
N/A
-8,210 Closed
0 $0
Q1 2020

Apr 30, 2020
SELL
N/A
-65 Reduced 0.79%
8,210 $822,000
Q4 2019

Jan 22, 2020
SELL
N/A
-17 Reduced 0.21%
8,275 $1.05 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-427 Reduced 4.9%
8,292 $982,000
Q2 2018

Aug 01, 2018
SELL
N/A
-88 Reduced 1.0%
8,719 $1 Million
Q1 2018

Apr 23, 2018
SELL
N/A
-2,975 Reduced 25.25%
8,807 $967,000
Q4 2017

Feb 05, 2018
BUY
N/A
1,905 Added 19.29%
11,782 $1.24 Million
Q3 2017

Oct 18, 2017
BUY
N/A
9,877
9,877 $988,000
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