Bcs Wealth Management First Tr Morningstar Dividend Transaction History

Bcs Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$35.29 - $38.48 $2,505 - $2,732	-71 Reduced 0.86%	8,180 $315,000
Q4 2023 Jan 11, 2024	BUY	$31.58 - $36.4 $40,422 - $46,592	1,280 Added 18.36%	8,251 $296,000
Q3 2023 Oct 12, 2023	BUY	$33.36 - $35.96 $232,552 - $250,677	6,971 New	6,971 $233,000
Q2 2021 Jul 21, 2021	SELL	$32.86 - $35.14 $25,959 - $27,760	-790 Reduced 10.18%	6,971 $231,000
Q3 2020 Oct 23, 2020	BUY	$24.81 - $27.46 $192,550 - $213,117	7,761 New	7,761 $202,000
Q1 2020 Apr 10, 2020	SELL	$19.15 - $32.68 $148,623 - $253,629	-7,761 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$29.94 - $32.68 $232,364 - $253,629	7,761 New	7,761 $253,000

373

56.7M

800

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