Ep Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History

Ep Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$91.63 - $121.36 $79,718 - $105,583	-870 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$108.0 - $122.07 $93,960 - $106,200	870 New	870 $102,000
Q1 2020 May 18, 2020	SELL	$59.3 - $107.65 $151,392 - $274,830	-2,553 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$99.89 - $106.77 $38,357 - $40,999	-384 Reduced 13.07%	2,553 $260,000
Q3 2019 Nov 18, 2019	BUY	$102.94 - $104.74 $40,970 - $41,686	398 Added 15.68%	2,937 $307,000
Q2 2019 Aug 27, 2019	BUY	N/A	2,539 New	2,539 $251,000

280

10.6M

700

22.9K

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