Circle Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History

Circle Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$26.89 - $35.58 $51,682 - $68,384	1,922 Added 23.83%	9,989 $349,000
Q1 2023 May 09, 2023	SELL	$23.84 - $31.49 $17,832 - $23,554	-748 Reduced 8.49%	8,067 $239,000
Q4 2022 Feb 13, 2023	SELL	$22.93 - $28.87 $26,919 - $33,893	-1,174 Reduced 11.75%	8,815 $221,000
Q2 2022 Aug 12, 2022	BUY	$25.93 - $42.92 $55,075 - $91,162	2,124 Added 27.01%	9,989 $280,000
Q1 2022 May 16, 2022	BUY	$33.58 - $51.3 $264,106 - $403,474	7,865 New	7,865 $322,000

114

4.99M

1.5K

2.2K

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