Ccg Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History

Ccg Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$38.15 - $42.12 $4,425 - $4,885	-116 Reduced 1.54%	7,406 $289,000
Q2 2023 Jul 14, 2023	SELL	$35.5 - $40.09 $8,520 - $9,621	-240 Reduced 3.09%	7,522 $279,000
Q4 2022 Jan 19, 2023	SELL	$35.16 - $41.98 $47,465 - $56,672	-1,350 Reduced 14.82%	7,762 $0
Q2 2022 Jul 15, 2022	SELL	$32.89 - $42.6 $79,988 - $103,603	-2,432 Reduced 21.07%	9,112 $309,000
Q1 2022 Apr 12, 2022	BUY	$28.25 - $37.1 $326,118 - $428,282	11,544 New	11,544 $417,000

424

33.6M

31.1K

300

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