Buckingham Strategic Wealth, LLC Ishares Core High Dividend ETF Transaction History

Buckingham Strategic Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$98.89 - $104.38 $46,676 - $49,267	472 Added 18.0%	3,094 $305,000
Q2 2023 Aug 11, 2023	BUY	$97.54 - $104.3 $255,749 - $273,474	2,622 New	2,622 $264,000
Q2 2022 Aug 12, 2022	BUY	$97.13 - $109.92 $193,968 - $219,510	1,997 New	1,997 $201,000
Q1 2018 May 14, 2018	SELL	$82.24 - $94.2 $214,893 - $246,144	-2,613 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$85.35 - $90.78 $168,566 - $179,290	-1,975 Reduced 43.05%	2,613 $236,000
Q3 2017 Nov 08, 2017	BUY	$85.61 - $85.95 $392,778 - $394,338	4,588	4,588 $394,000

800

48.3M

822K

56K

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

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.