Circle Wealth Management, LLC Flexshares Tr Morningstar Glob Transaction History

Circle Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$38.4 - $45.28 $552,960 - $652,032	-14,400 Reduced 58.93%	10,035 $436,000
Q1 2020 May 15, 2020	SELL	$19.16 - $33.67 $223,769 - $393,231	-11,679 Reduced 32.34%	24,435 $551,000
Q4 2019 Feb 24, 2020	BUY	$30.06 - $33.53 $81,883 - $91,335	2,724 Added 8.16%	36,114 $1.21 Million
Q3 2019 Nov 15, 2019	BUY	$29.81 - $33.14 $159,721 - $177,564	5,358 Added 19.11%	33,390 $1.04 Million
Q2 2019 Aug 14, 2019	BUY	$30.71 - $33.78 $860,862 - $946,920	28,032 New	28,032 $925,000

282

122M

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