Colton Groome Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History

Colton Groome Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 27, 2023	SELL	$38.66 - $40.72 $147,874 - $155,754	-3,825 Reduced 42.22%	5,234 $209,000
Q1 2023 Apr 17, 2023	SELL	$38.43 - $41.37 $58,413 - $62,882	-1,520 Reduced 14.37%	9,059 $363,000
Q4 2022 Jan 25, 2023	SELL	$38.06 - $41.46 $14,348 - $15,630	-377 Reduced 3.44%	10,579 $0
Q3 2022 Oct 20, 2022	SELL	$37.17 - $42.23 $79,952 - $90,836	-2,151 Reduced 16.41%	10,956 $392,000
Q2 2022 Jul 26, 2022	SELL	$37.24 - $43.02 $301,197 - $347,945	-8,088 Reduced 38.16%	13,107 $509,000

Q1 2022 Apr 18, 2022	BUY	$39.95 - $43.09 $47,260 - $50,975	1,183 Added 5.91%	21,195 $897,000
Q4 2021 Jan 19, 2022	SELL	$39.46 - $43.04 $13,850 - $15,107	-351 Reduced 1.72%	20,012 $861,000
Q3 2021 Oct 18, 2021	BUY	$39.2 - $41.72 $5,409 - $5,757	138 Added 0.68%	20,363 $798,000
Q2 2021 Jul 21, 2021	BUY	$38.16 - $40.72 $54,721 - $58,392	1,434 Added 7.63%	20,225 $804,000
Q1 2021 Apr 21, 2021	SELL	$34.56 - $38.32 $287,089 - $318,324	-8,307 Reduced 30.66%	18,791 $714,000
Q4 2020 Jan 19, 2021	SELL	$31.33 - $35.27 $11,936 - $13,437	-381 Reduced 1.39%	27,098 $950,000
Q3 2020 Oct 23, 2020	BUY	$29.87 - $32.88 $820,797 - $903,509	27,479 New	27,479 $864,000

561

155M

5.2K

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