Castle Rock Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History

Castle Rock Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$47.65 - $62.2 $373,147 - $487,088	-7,831 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$55.84 - $65.41 $161,936 - $189,689	-2,900 Reduced 27.02%	7,831 $474,000
Q4 2021 Feb 02, 2022	SELL	$61.58 - $66.32 $2.19 Million - $2.36 Million	-35,519 Reduced 76.8%	10,731 $635,000
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $137,493 - $152,833	2,276 Added 5.18%	46,250 $3.02 Million
Q2 2021 Aug 13, 2021	BUY	$55.06 - $60.62 $2.03 Million - $2.23 Million	36,820 Added 514.68%	43,974 $2.76 Million

Q1 2021 Apr 27, 2021	BUY	$52.97 - $58.45 $6,992 - $7,715	132 Added 1.88%	7,154 $2.56 Million
Q4 2020 Jan 29, 2021	BUY	$49.24 - $54.55 $131,520 - $145,703	2,671 Added 61.39%	7,022 $2.37 Million
Q3 2020 Dec 07, 2020	SELL	$44.27 - $51.59 $45,598 - $53,137	-1,030 Reduced 19.14%	4,351 $1.34 Million
Q2 2020 Aug 10, 2020	BUY	$35.5 - $45.33 $32,127 - $41,023	905 Added 20.22%	5,381 $1.57 Million
Q1 2020 May 18, 2020	BUY	$30.83 - $46.19 $59,471 - $89,100	1,929 Added 75.74%	4,476 $1.15 Million
Q4 2019 Feb 13, 2020	BUY	$39.26 - $44.28 $99,995 - $112,781	2,547 New	2,547 $697,000

632

41.1M

795K

375K

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

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.