Db Wealth Management Group, LLC Ishares Morningstar Small Cap Transaction History

Db Wealth Management Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$33.74 - $44.96 $20,851 - $27,785	-618 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$40.3 - $50.07 $1,209 - $1,502	-30 Reduced 4.63%	618 $27,000
Q4 2021 Feb 09, 2022	SELL	$47.43 - $54.51 $8,537 - $9,811	-180 Reduced 21.74%	648 $32,000
Q3 2021 Nov 10, 2021	SELL	$48.09 - $52.25 $19,620 - $21,318	-408 Reduced 33.01%	828 $41,000
Q2 2021 Aug 04, 2021	BUY	$47.38 - $52.6 $46,053 - $51,127	972 Added 368.18%	1,236 $64,000
Q4 2020 Feb 03, 2021	BUY	$40.02 - $52.33 $10,565 - $13,815	264 New	264 $80,000

139

7.16M

Get notified when there are updates to the investment portfolio of Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Db Wealth Management Group, LLC with notifications on news.