Collaborative Wealth Managment Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Collaborative Wealth Managment Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$40.06 - $50.69 $178,307 - $225,621	4,451 New	4,451 $221,000
Q2 2023 Aug 07, 2023	SELL	$40.17 - $45.19 $30,248 - $34,028	-753 Reduced 12.79%	5,133 $230,000
Q1 2023 May 08, 2023	BUY	$41.46 - $49.11 $20,854 - $24,702	503 Added 9.34%	5,886 $254,000
Q4 2022 Feb 10, 2023	SELL	$41.6 - $45.87 $2,579 - $2,843	-62 Reduced 1.14%	5,383 $229,000
Q3 2022 Nov 14, 2022	BUY	N/A	176 Added 3.34%	5,445 $213,000

Q2 2022 Aug 15, 2022	SELL	N/A	-903 Reduced 14.63%	5,269 $217,000
Q4 2021 Feb 11, 2022	BUY	N/A	983 Added 18.94%	6,172 $317,000
Q1 2021 May 12, 2022	BUY	N/A	5,189 New	5,189 $249,000

145

7.77M

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