Corepath Wealth Partners LLC Fidelity Covington Tr Msci Hea Transaction History

Corepath Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$57.52 - $64.73 $9,548 - $10,745	-166 Reduced 3.67%	4,358 $281,000
Q1 2023 May 01, 2023	SELL	$58.86 - $64.29 $15,833 - $17,294	-269 Reduced 5.61%	4,524 $278,000
Q4 2022 Jan 25, 2023	SELL	$57.8 - $66.02 $13,583 - $15,514	-235 Reduced 4.67%	4,793 $0
Q2 2022 Aug 11, 2022	SELL	$56.56 - $68.08 $4,524 - $5,446	-80 Reduced 1.57%	5,028 $304,000
Q1 2022 May 09, 2022	SELL	$60.62 - $68.16 $4,910 - $5,520	-81 Reduced 1.56%	5,108 $327,000
Q4 2020 Feb 16, 2021	BUY	$51.24 - $57.75 $265,884 - $299,664	5,189 New	5,189 $300,000

337

14.7M

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