Bay Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Bay Harbor Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$18.45 - $23.08 $192,691 - $241,047	-10,444 Reduced 96.73%	353 $8,000
Q3 2023 Oct 24, 2023	BUY	$19.26 - $22.35 $24,941 - $28,943	1,295 Added 13.63%	10,797 $210,000
Q2 2023 Jul 19, 2023	BUY	$20.22 - $21.63 $68,566 - $73,347	3,391 Added 55.49%	9,502 $204,000
Q1 2023 May 03, 2023	BUY	$19.83 - $23.92 $92,447 - $111,515	4,662 Added 321.74%	6,111 $131,000
Q4 2022 Jan 25, 2023	BUY	$19.45 - $22.52 $26,238 - $30,379	1,349 Added 1349.0%	1,449 $31,000
Q3 2022 Nov 02, 2022	BUY	$20.34 - $25.89 $2,034 - $2,589	100 New	100 $2,000

210

35.2M

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