Castle Rock Wealth Management, LLC Global X Fds Fintech ETF (De) Transaction History

Castle Rock Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 25, 2022	SELL	$27.36 - $40.22 $444,654 - $653,655	-16,252 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$40.03 - $52.83 $209,677 - $276,723	-5,238 Reduced 24.37%	16,252 $537,000
Q3 2021 Nov 12, 2021	BUY	$45.19 - $52.21 $2,711 - $3,132	60 Added 0.28%	21,490 $1.13 Million
Q2 2021 Aug 13, 2021	BUY	$41.18 - $48.86 $32,491 - $38,550	789 Added 3.82%	21,430 $1.04 Million
Q1 2021 Apr 27, 2021	BUY	$43.18 - $52.53 $65,072 - $79,162	1,507 Added 7.88%	20,641 $972,000

Q4 2020 Jan 29, 2021	BUY	$36.34 - $46.99 $127,626 - $165,028	3,512 Added 22.48%	19,134 $906,000
Q3 2020 Dec 07, 2020	BUY	$33.85 - $39.65 $528,804 - $619,412	15,622 New	15,622 $623,000

116

4.26M

20.8K

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