Epg Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History

Epg Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$65.46 - $70.15 $67,031 - $71,833	-1,024 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$62.4 - $70.68 $2,995 - $3,392	48 Added 4.92%	1,024 $72,000
Q3 2022 Nov 15, 2022	BUY	$50.31 - $61.06 $49,102 - $59,594	976 New	976 $49,000
Q2 2022 Aug 15, 2022	SELL	$49.67 - $65.18 $48,477 - $63,615	-976 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$58.98 - $72.55 $39,870 - $49,043	-676 Reduced 40.92%	976 $63,000
Q4 2021 Feb 14, 2022	BUY	$68.19 - $76.33 $112,649 - $126,097	1,652 New	1,652 $121,000

315

16.8M

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