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

393

64.6M

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Bcs Wealth Management with notifications on news.