Ci Private Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History

Ci Private Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$15.88 - $16.28 $28,218 - $28,929	1,777 Added 9.12%	21,263 $339,000
Q2 2023 Aug 10, 2023	SELL	$15.54 - $16.14 $36,192 - $37,590	-2,329 Reduced 10.68%	19,486 $311,000
Q1 2023 May 15, 2023	SELL	$15.34 - $18.23 $111,291 - $132,258	-7,255 Reduced 24.96%	21,815 $348,000
Q4 2022 Feb 15, 2023	BUY	$16.29 - $17.16 $473,550 - $498,841	29,070 New	29,070 $488,000

445

192M

10K

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