Dumont & Blake Investment Advisors LLC Fidelity 500 Index Transaction History

Dumont & Blake Investment Advisors LLC

2,258

Previous 2,286 1.22%

Previous $378,000 100.0%

0.0%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	N/A	-28 Reduced 1.22%	2,258 $0
Q4 2023 Jan 23, 2024	BUY	N/A	19 Added 0.84%	2,286 $378,000
Q3 2023 Oct 27, 2023	BUY	N/A	14 Added 0.62%	2,267 $339,000
Q2 2023 Aug 03, 2023	BUY	N/A	12 Added 0.54%	2,253 $349,000
Q1 2023 Apr 14, 2023	BUY	N/A	27 Added 1.22%	2,241 $321,000

Q4 2022 Jan 26, 2023	BUY	N/A	26 Added 1.19%	2,214 $295,000
Q3 2022 Oct 24, 2022	BUY	N/A	21 Added 0.97%	2,188 $273,000
Q2 2022 Aug 03, 2022	BUY	N/A	48 Added 2.27%	2,167 $286,000
Q1 2022 Apr 27, 2022	BUY	N/A	22 Added 1.05%	2,119 $334,000
Q4 2021 Jan 31, 2022	BUY	N/A	34 Added 1.65%	2,097 $347,000
Q3 2021 Nov 02, 2021	BUY	N/A	64 Added 3.2%	2,063 $309,000
Q2 2021 Jul 22, 2021	BUY	N/A	31 Added 1.58%	1,999 $299,000
Q1 2021 May 03, 2021	BUY	N/A	30 Added 1.55%	1,968 $272,000
Q4 2020 Jan 29, 2021	BUY	N/A	17 Added 0.88%	1,938 $252,000
Q3 2020 Oct 30, 2020	BUY	N/A	8 Added 0.42%	1,921 $225,000
Q2 2020 Jul 31, 2020	BUY	N/A	1,913 New	1,913 $206,000
Q1 2020 May 05, 2020	SELL	N/A	-2,154 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	N/A	-329 Reduced 13.25%	2,154 $241,000
Q3 2019 Nov 12, 2019	SELL	N/A	-726 Reduced 22.62%	2,483 $258,000
Q2 2019 Aug 01, 2019	BUY	N/A	495 Added 18.24%	3,209 $329,000
Q1 2019 Apr 04, 2019	BUY	N/A	17 Added 0.63%	2,714 $269,000
Q4 2018 Feb 07, 2019	BUY	N/A	2,697 New	2,697 $235,000

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