Edge Wealth Management LLC CLEARBRIDGE MLP & MIDSTREAM Transaction History

Edge Wealth Management LLC

  • $475 Million
  • Q2 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 20, 2020
SELL
N/A
-60,179 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
N/A
28,738 Added 91.4%
60,179 $671,000
Q3 2019

Oct 21, 2019
SELL
N/A
-46,069 Reduced 59.44%
31,441 $357,000
Q2 2019

Jul 15, 2019
SELL
N/A
-322 Reduced 0.41%
77,510 $925,000
Q1 2019

Apr 11, 2019
SELL
N/A
-1,866 Reduced 2.34%
77,832 $984,000
Q4 2018

Jan 11, 2019
SELL
N/A
-40,799 Reduced 33.86%
79,698 $830,000
Q3 2018

Oct 22, 2018
SELL
N/A
-857 Reduced 0.71%
120,497 $1.75 Million
Q2 2018

Jul 17, 2018
SELL
N/A
-17,217 Reduced 12.42%
121,354 $1.72 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-2,600 Reduced 1.84%
138,571 $1.75 Million
Q4 2017

Jan 18, 2018
BUY
N/A
141,171
141,171 $2.13 Million
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