Edge Wealth Management LLC ALERIAN MLP ETF Transaction History

Edge Wealth Management LLC

  • $475 Million
  • Q2 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 21, 2020
SELL
N/A
-89,081 Closed
0 $0
Q2 2020

Aug 03, 2020
SELL
N/A
-315,179 Reduced 77.96%
89,081 $2.2 Million
Q1 2020

Apr 20, 2020
BUY
N/A
404,260 New
404,260 $1.32 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-381,713 Closed
0 $0
Q3 2019

Oct 21, 2019
BUY
N/A
33,706 Added 9.69%
381,713 $3.49 Million
Q2 2019

Jul 15, 2019
SELL
N/A
-3,772 Reduced 1.07%
348,007 $3.42 Million
Q1 2019

Apr 11, 2019
BUY
N/A
12,431 Added 3.66%
351,779 $3.53 Million
Q4 2018

Jan 11, 2019
SELL
N/A
-1,742,642 Reduced 83.7%
339,348 $2.96 Million
Q3 2018

Oct 22, 2018
BUY
N/A
126,372 Added 6.46%
2,081,990 $22.2 Million
Q2 2018

Jul 17, 2018
SELL
N/A
-37,236 Reduced 1.87%
1,955,618 $19.8 Million
Q1 2018

Apr 05, 2018
BUY
N/A
410,166 Added 25.92%
1,992,854 $18.7 Million
Q4 2017

Jan 18, 2018
BUY
N/A
627,719 Added 65.73%
1,582,688 $17.1 Million
Q3 2017

Oct 19, 2017
BUY
N/A
954,969
954,969 $10.8 Million
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