Ep Wealth Advisors, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Ep Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 Nov 15, 2018	SELL	$27.89 - $30.24 $812,379 - $880,830	-29,128 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$28.49 - $30.85 $220,256 - $238,501	-7,731 Reduced 20.97%	29,128 $830,000
Q1 2018 May 15, 2018	SELL	$28.86 - $32.18 $93,362 - $104,102	-3,235 Reduced 8.07%	36,859 $1.09 Million
Q4 2017 Feb 15, 2018	SELL	$26.96 - $29.77 $406,718 - $449,110	-15,086 Reduced 27.34%	40,094 $1.18 Million
Q3 2017 Nov 15, 2017	SELL	$26.91 - $27.62 $1.65 Million - $1.7 Million	-61,434 Reduced 52.68%	55,180 $1.52 Million
Q2 2017 Aug 17, 2017	BUY	N/A	116,614	116,614 $3.08 Million

1.54M

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