Castle Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Castle Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$27.7 - $30.38 $3.56 Million - $3.91 Million	-128,574 Reduced 94.36%	7,691 $217,000
Q2 2023 Jul 17, 2023	SELL	$24.91 - $28.31 $787,504 - $894,992	-31,614 Reduced 18.83%	136,265 $3.86 Million
Q1 2023 May 04, 2023	BUY	$25.54 - $29.71 $202,072 - $235,065	7,912 Added 4.95%	167,879 $4.47 Million
Q4 2022 Feb 09, 2023	BUY	$23.78 - $27.72 $403,594 - $470,463	16,972 Added 11.87%	159,967 $4.17 Million
Q3 2022 Nov 07, 2022	SELL	$23.0 - $27.75 $985,642 - $1.19 Million	-42,854 Reduced 23.06%	142,995 $3.31 Million
Q2 2022 Aug 01, 2022	BUY	$23.62 - $28.23 $4.39 Million - $5.25 Million	185,849 New	185,849 $4.44 Million

344

112M

1.1K

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