Creative One Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Creative One Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$45.6 - $48.78 $99,225 - $106,145	2,176 Added 18.41%	13,998 $655,000
Q1 2024 May 14, 2024	BUY	$44.21 - $48.77 $522,650 - $576,558	11,822 New	11,822 $577,000
Q3 2021 Nov 16, 2021	SELL	$40.05 - $43.23 $323,283 - $348,952	-8,072 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$40.83 - $43.68 $77,577 - $82,992	-1,900 Reduced 19.05%	8,072 $339,000
Q1 2021 May 17, 2021	SELL	$34.36 - $41.24 $24,361 - $29,239	-709 Reduced 6.64%	9,972 $403,000
Q4 2020 Feb 12, 2021	BUY	$29.07 - $35.03 $310,496 - $374,155	10,681 New	10,681 $372,000

448

40.9M

500

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