Fortress Wealth Group, LLC First Tr Multi Cap Value Alpha Transaction History

Fortress Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$68.92 - $75.68 $15,231 - $16,725	221 Added 2.13%	10,612 $739,000
Q2 2023 Aug 10, 2023	SELL	$65.29 - $70.92 $18,477 - $20,070	-283 Reduced 2.65%	10,391 $736,000
Q1 2023 May 12, 2023	BUY	$66.14 - $78.48 $71,365 - $84,679	1,079 Added 11.25%	10,674 $743,000
Q4 2022 Feb 07, 2023	SELL	$62.08 - $72.95 $20,113 - $23,635	-324 Reduced 3.27%	9,595 $660,000
Q3 2022 Nov 14, 2022	BUY	$60.81 - $74.41 $603,174 - $738,072	9,919 New	9,919 $603,000

864K

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