Financial Advocates Investment Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Financial Advocates Investment Management

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$26.29 - $30.5 $540,706 - $627,293	20,567 New	20,567 $584,000
Q1 2021 May 10, 2021	SELL	$26.31 - $32.55 $249,997 - $309,290	-9,502 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$21.26 - $26.81 $202,012 - $254,748	9,502 New	9,502 $287,000
Q1 2020 Apr 29, 2020	SELL	$15.92 - $28.87 $114,098 - $206,911	-7,167 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$26.28 - $28.79 $188,348 - $206,337	7,167 New	7,167 $206,000
Q3 2019 Nov 13, 2019	SELL	$26.76 - $27.89 $199,977 - $208,421	-7,473 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	N/A	-12,820 Reduced 63.17%	7,473 $203,000
Q1 2019 May 16, 2019	SELL	N/A	-2,547 Reduced 11.15%	20,293 $559,000
Q4 2018 May 09, 2019	BUY	N/A	10,976 Added 92.52%	22,840 $560,000
Q4 2018 Mar 04, 2019	SELL	N/A	-10,976 Reduced 48.06%	11,864 $291,000
Q4 2018 Feb 14, 2019	SELL	N/A	-708 Reduced 3.01%	22,840 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-479 Reduced 1.99%	23,548 $0
Q2 2018 Aug 09, 2018	BUY	N/A	14,285 Added 146.63%	24,027 $714,000
Q1 2018 May 11, 2018	SELL	N/A	-3,070 Reduced 23.96%	9,742 $267,000
Q4 2017 Feb 15, 2018	BUY	N/A	12,812	12,812 $372,000

351

29.3M

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