Blue Bell Private Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Blue Bell Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 21, 2021	SELL	$29.07 - $35.03 $133,315 - $160,647	-4,586 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$27.33 - $30.91 $13,009 - $14,713	-476 Reduced 9.4%	4,586 $133,000
Q1 2020 Apr 22, 2020	SELL	$20.48 - $38.6 $37,642 - $70,946	-1,838 Reduced 26.64%	5,062 $122,000
Q4 2019 Jan 22, 2020	BUY	$34.97 - $38.17 $10,491 - $11,451	300 Added 4.55%	6,900 $262,000
Q2 2019 Jul 23, 2019	SELL	$33.9 - $36.88 $20,340 - $22,128	-600 Reduced 8.33%	6,600 $239,000
Q1 2018 May 01, 2018	SELL	N/A	-300 Reduced 4.0%	7,200 $245,000
Q4 2017 Jan 31, 2018	BUY	N/A	5,000 Added 200.0%	7,500 $264,000
Q3 2017 Oct 24, 2017	BUY	N/A	2,500	2,500 $250,000

449

41M

500

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