Financial Advocates Investment Management First Tr Vi Mid Cap Us Equity Transaction History

Financial Advocates Investment Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$26.22 - $30.24 $34,689 - $40,007	-1,323 Reduced 13.77%	8,282 $228,000
Q4 2022 Feb 14, 2023	BUY	$24.65 - $28.68 $616 - $717	25 Added 0.26%	9,605 $260,000
Q3 2022 Nov 14, 2022	SELL	$24.06 - $28.99 $12,727 - $15,335	-529 Reduced 5.23%	9,580 $231,000
Q2 2022 Aug 12, 2022	SELL	$24.76 - $29.74 $89,185 - $107,123	-3,602 Reduced 26.27%	10,109 $257,000
Q1 2022 May 11, 2022	BUY	$27.49 - $30.83 $109 - $123	4 Added 0.03%	13,711 $404,000
Q4 2021 Feb 14, 2022	SELL	$28.5 - $30.84 $3,135 - $3,392	-110 Reduced 0.8%	13,707 $416,000
Q3 2021 Nov 04, 2021	BUY	$27.78 - $30.01 $500 - $540	18 Added 0.13%	13,817 $397,000
Q2 2021 Aug 03, 2021	SELL	$28.11 - $29.69 $32,270 - $34,084	-1,148 Reduced 7.68%	13,799 $400,000
Q1 2021 May 10, 2021	SELL	$23.98 - $28.31 $24,795 - $29,272	-1,034 Reduced 6.47%	14,947 $415,000
Q4 2020 Feb 12, 2021	BUY	$19.71 - $24.49 $985 - $1,224	50 Added 0.31%	15,981 $390,000
Q3 2020 Nov 04, 2020	BUY	$18.58 - $21.07 $34,298 - $38,895	1,846 Added 13.11%	15,931 $312,000
Q2 2020 Aug 14, 2020	BUY	$14.69 - $21.67 $1,542 - $2,275	105 Added 0.75%	14,085 $271,000
Q1 2020 Apr 29, 2020	BUY	$13.52 - $23.96 $183,790 - $325,712	13,594 Added 3521.76%	13,980 $221,000
Q3 2018 Nov 14, 2018	BUY	$21.64 - $23.12 $8,353 - $8,924	386 New	386 $0

399K

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

Stay updated on Financial Advocates Investment Management with notifications on news.