Fortress Wealth Management, Inc. Principal Exchange Traded Fds Transaction History

Fortress Wealth Management, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$19.03 - $19.51 $285,583 - $292,786	-15,007 Reduced 59.35%	10,278 $195,000
Q4 2024 Jan 22, 2025	SELL	$19.17 - $19.61 $309,940 - $317,054	-16,168 Reduced 39.0%	25,285 $484,000
Q3 2024 Oct 18, 2024	SELL	$18.89 - $19.62 $1.91 Million - $1.98 Million	-101,135 Reduced 70.93%	41,453 $809,000
Q2 2024 Jul 16, 2024	SELL	$18.74 - $19.15 $15,273 - $15,607	-815 Reduced 0.57%	142,588 $2.72 Million
Q1 2024 Apr 19, 2024	BUY	$18.75 - $19.2 $236,943 - $242,630	12,637 Added 9.66%	143,403 $2.75 Million
Q4 2023 Feb 12, 2024	BUY	$17.66 - $19.07 $2.31 Million - $2.49 Million	130,766 New	130,766 $2.47 Million

13.6M

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