Circle Wealth Management, LLC Flexshares Stoxx Global Broad Transaction History

Circle Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$44.53 - $52.52 $274,393 - $323,628	-6,162 Reduced 49.55%	6,275 $316,000
Q1 2021 May 17, 2021	BUY	$52.91 - $56.49 $150,158 - $160,318	2,838 Added 29.57%	12,437 $698,000
Q1 2020 May 15, 2020	SELL	$37.6 - $56.0 $229,698 - $342,104	-6,109 Reduced 38.89%	9,599 $415,000
Q4 2019 Feb 24, 2020	BUY	$50.59 - $53.98 $794,667 - $847,917	15,708 New	15,708 $846,000
Q3 2019 Nov 15, 2019	SELL	$49.38 - $52.12 $284,033 - $299,794	-5,752 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$49.12 - $51.81 $282,538 - $298,011	5,752 New	5,752 $293,000

110

37.3M

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