Colton Groome Financial Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Colton Groome Financial Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$63.23 - $68.5 $418,519 - $453,401	6,619 Added 146.96%	11,123 $706,000
Q2 2023 Jul 27, 2023	BUY	$61.86 - $66.66 $278,617 - $300,236	4,504 New	4,504 $300,000
Q4 2022 Jan 25, 2023	BUY	$54.71 - $63.51 $237,058 - $275,188	4,333 Added 8.69%	54,205 $0
Q3 2022 Oct 20, 2022	SELL	$53.91 - $63.08 $732,151 - $856,689	-13,581 Reduced 21.4%	49,872 $2.69 Million
Q2 2022 Jul 26, 2022	SELL	$55.42 - $64.55 $2.83 Million - $3.29 Million	-51,035 Reduced 44.58%	63,453 $3.64 Million
Q1 2022 Apr 18, 2022	BUY	$60.09 - $66.2 $1.5 Million - $1.65 Million	24,997 Added 27.93%	114,488 $7.29 Million
Q4 2021 Jan 19, 2022	SELL	$58.98 - $66.05 $2.64 Million - $2.96 Million	-44,813 Reduced 33.37%	89,491 $5.89 Million
Q3 2021 Oct 18, 2021	BUY	$58.84 - $62.73 $4.92 Million - $5.25 Million	83,638 Added 165.08%	134,304 $7.9 Million
Q2 2021 Jul 21, 2021	BUY	$57.5 - $60.08 $2.91 Million - $3.04 Million	50,666 New	50,666 $3.02 Million
Q3 2020 Oct 23, 2020	SELL	$45.51 - $51.78 $804,434 - $915,263	-17,676 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	$37.38 - $47.13 $340,382 - $429,165	9,106 Added 106.25%	17,676 $804,000
Q1 2020 Apr 13, 2020	SELL	$33.65 - $49.64 $429,878 - $634,151	-12,775 Reduced 59.85%	8,570 $333,000
Q4 2019 Jan 21, 2020	BUY	$43.65 - $48.63 $58,971 - $65,699	1,351 Added 6.76%	21,345 $1.04 Million
Q3 2019 Nov 12, 2019	SELL	$44.66 - $45.42 $9.05 Million - $9.21 Million	-202,688 Reduced 91.02%	19,994 $940,000
Q2 2019 Jul 19, 2019	BUY	N/A	222,682 New	222,682 $9.72 Million

684

133M

16.5K

200

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.