Goal Vest Advisory LLC First Tr Value Line Divid Inde Transaction History

Goal Vest Advisory LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$39.94 - $42.43 $23,964 - $25,458	600 New	600 $24,000
Q1 2022 May 03, 2022	SELL	$39.95 - $43.09 $29,563 - $31,886	-740 Closed	0 $0
Q2 2021 Sep 01, 2021	SELL	$38.16 - $40.72 $4,197 - $4,479	-110 Reduced 12.94%	740 $29,000
Q1 2021 May 13, 2021	SELL	$34.56 - $38.32 $32,832 - $36,404	-950 Reduced 52.78%	850 $32,000
Q4 2020 Jan 28, 2021	BUY	$31.33 - $35.27 $56,394 - $63,486	1,800 New	1,800 $63,000

584

139M

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

Stay updated on Goal Vest Advisory LLC with notifications on news.