Ep Wealth Advisors, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Ep Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$42.16 - $44.09 $191,026 - $199,771	-4,531 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	$43.06 - $44.41 $212,285 - $218,941	-4,930 Reduced 52.11%	4,531 $201,000
Q3 2020 Nov 17, 2020	BUY	$41.62 - $43.91 $393,766 - $415,432	9,461 New	9,461 $411,000
Q2 2020 Aug 14, 2020	SELL	$37.3 - $42.68 $401,310 - $459,194	-10,759 Closed	0 $448,000
Q1 2020 May 18, 2020	BUY	$31.08 - $44.66 $43,139 - $61,988	1,388 Added 14.81%	10,759 $422,000
Q4 2019 Feb 14, 2020	BUY	$43.17 - $44.38 $404,546 - $415,884	9,371 New	9,371 $412,000

181

12.4M

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

Stay updated on Ep Wealth Advisors, LLC with notifications on news.