Financial Advocates Investment Management Ea Ser Tr Value Momentum Trend Transaction History

Financial Advocates Investment Management

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$23.18 - $25.39 $37,528 - $41,106	1,619 New	1,619 $381,000
Q2 2021 Aug 03, 2021	SELL	$26.01 - $28.51 $207,949 - $227,937	-7,995 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$25.46 - $29.23 $21,921 - $25,167	861 Added 12.07%	7,995 $217,000
Q4 2020 Feb 12, 2021	SELL	$23.33 - $26.26 $655,479 - $737,800	-28,096 Reduced 79.75%	7,134 $219,000
Q3 2020 Nov 04, 2020	SELL	$22.28 - $24.38 $236,658 - $258,964	-10,622 Reduced 23.17%	35,230 $843,000
Q2 2020 Aug 14, 2020	SELL	$20.22 - $22.42 $58,516 - $64,883	-2,894 Reduced 5.94%	45,852 $1.02 Million
Q1 2020 Apr 29, 2020	SELL	$19.9 - $25.66 $1.51 Million - $1.95 Million	-76,028 Reduced 60.93%	48,746 $1.01 Million
Q4 2019 Feb 13, 2020	SELL	$23.02 - $25.43 $351,929 - $388,773	-15,288 Reduced 10.92%	124,774 $3.11 Million
Q3 2019 Nov 13, 2019	SELL	$23.37 - $23.89 $725,591 - $741,736	-31,048 Reduced 18.15%	140,062 $3.29 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-82,102 Reduced 32.42%	171,110 $4.09 Million
Q1 2019 May 16, 2019	SELL	N/A	-10,311 Reduced 3.91%	253,212 $6.27 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-58,440 Reduced 18.15%	263,523 $0
Q3 2018 Nov 14, 2018	BUY	N/A	59,572 Added 22.7%	321,963 $0
Q2 2018 Aug 09, 2018	BUY	N/A	45,737 Added 21.11%	262,391 $7.5 Million
Q1 2018 May 11, 2018	BUY	N/A	41,527 Added 23.71%	216,654 $6.33 Million
Q4 2017 Feb 15, 2018	BUY	N/A	175,127	175,127 $5.08 Million

313K

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.