Epg Wealth Management LLC Ishares Morningstar Mid Cap Et Transaction History

Epg Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$68.23 - $72.35 $97,091 - $102,954	-1,423 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$65.15 - $72.83 $2,606 - $2,913	40 Added 2.89%	1,423 $103,000
Q4 2023 Feb 14, 2024	BUY	$56.23 - $67.47 $1,743 - $2,091	31 Added 2.29%	1,383 $92,000
Q3 2022 Nov 15, 2022	BUY	$53.88 - $64.86 $72,845 - $87,690	1,352 New	1,352 $73,000
Q2 2022 Aug 15, 2022	SELL	$54.49 - $67.75 $68,657 - $85,365	-1,260 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$62.82 - $71.22 $79,153 - $89,737	-1,260 Reduced 50.0%	1,260 $85,000
Q3 2021 Nov 15, 2021	BUY	$64.6 - $69.96 $162,792 - $176,299	2,520 New	2,520 $168,000

186

7.04M

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