Focused Wealth Management, Inc Ishares Tr Transaction History

Focused Wealth Management, Inc

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$73.28 - $92.46 $219 - $277	3 Added 1.99%	154 $14,000
Q2 2023 Aug 08, 2023	BUY	$80.51 - $86.54 $80 - $86	1 Added 0.67%	151 $13,000
Q4 2022 Jan 13, 2023	BUY	$82.26 - $89.17 $164 - $178	2 Added 1.35%	150 $0
Q3 2022 Oct 20, 2022	BUY	N/A	1 Added 0.68%	148 $12,000
Q2 2022 Aug 04, 2022	BUY	N/A	1 Added 0.68%	147 $13,000

Q1 2022 Apr 29, 2022	BUY	N/A	1 Added 0.69%	146 $16,000
Q4 2021 Jan 31, 2022	BUY	N/A	1 Added 0.69%	145 $17,000
Q2 2021 Jul 15, 2021	SELL	N/A	-24 Reduced 14.29%	144 $15,000
Q1 2021 May 03, 2021	SELL	N/A	-99 Reduced 37.08%	168 $15,000
Q4 2020 Feb 03, 2021	BUY	N/A	1 Added 0.38%	267 $23,000
Q3 2020 Oct 19, 2020	BUY	N/A	1 Added 0.38%	266 $21,000
Q2 2020 Jul 24, 2020	SELL	N/A	-71 Reduced 21.13%	265 $21,000
Q4 2019 Jan 21, 2020	BUY	N/A	2 Added 0.6%	336 $31,000
Q3 2019 Nov 06, 2019	SELL	N/A	-54 Reduced 13.92%	334 $31,000
Q2 2019 Jul 19, 2019	BUY	N/A	1 Added 0.26%	388 $34,000
Q1 2019 May 03, 2019	BUY	N/A	1 Added 0.26%	387 $34,000
Q4 2018 Jan 30, 2019	BUY	N/A	2 Added 0.52%	386 $29,000
Q3 2018 Nov 13, 2018	BUY	N/A	2 Added 0.52%	384 $31,000
Q1 2018 May 07, 2018	SELL	N/A	-299 Reduced 43.91%	382 $29,000
Q4 2017 Feb 13, 2018	SELL	N/A	-28 Reduced 3.95%	681 $55,000
Q3 2017 Nov 14, 2017	SELL	N/A	-518 Reduced 42.22%	709 $57,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,227	1,227 $98,000

550

51.2M

7.14M

6.54M

Get notified when there are updates to the investment portfolio of Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

Stay updated on Focused Wealth Management, Inc with notifications on news.