Cabot Wealth Management Inc Blackrock Short Maturity Munic Transaction History

Cabot Wealth Management Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 14, 2022	SELL	$49.74 - $50.11 $436,020 - $439,264	-8,766 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$50.08 - $50.17 $31,900 - $31,958	637 Added 7.84%	8,766 $439,000
Q3 2021 Oct 21, 2021	BUY	$50.14 - $50.24 $28,078 - $28,134	560 Added 7.4%	8,129 $408,000
Q2 2021 Jul 26, 2021	BUY	$50.17 - $50.27 $41,741 - $41,824	832 Added 12.35%	7,569 $380,000
Q1 2021 Apr 20, 2021	BUY	$50.17 - $50.27 $7,876 - $7,892	157 Added 2.39%	6,737 $339,000
Q4 2020 Feb 02, 2021	BUY	$50.12 - $50.32 $32,878 - $33,009	656 Added 11.07%	6,580 $331,000
Q3 2020 Nov 05, 2020	BUY	$49.97 - $50.34 $296,022 - $298,214	5,924 New	5,924 $297,000

155

11.8M

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

Stay updated on Cabot Wealth Management Inc with notifications on news.