Fusion Family Wealth LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Fusion Family Wealth LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	SELL	$31.27 - $33.51 $15,478 - $16,587	-495 Closed	0 $0
Q4 2018 Jan 18, 2019	SELL	N/A	-828 Reduced 62.59%	495 $12,000
Q3 2018 Nov 07, 2018	SELL	N/A	-996 Reduced 42.95%	1,323 $39,000
Q2 2018 Aug 03, 2018	SELL	N/A	-81 Reduced 3.38%	2,319 $69,000
Q1 2018 May 02, 2018	SELL	N/A	-3,198 Reduced 57.13%	2,400 $66,000
Q4 2017 Feb 06, 2018	BUY	N/A	3,584 Added 177.95%	5,598 $163,000
Q3 2017 Oct 30, 2017	SELL	N/A	-250 Reduced 11.04%	2,014 $169,000
Q2 2017 Aug 07, 2017	BUY	N/A	2,264	2,264 $182,000

351

29.3M

Get notified when there are updates to the investment portfolio of Fusion Family Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Fusion Family Wealth LLC with notifications on news.