Hb Wealth Management, LLC First Tr Exchange Traded Fd Ut Transaction History

Hb Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$31.06 - $33.61 $274,849 - $297,414	-8,849 Reduced 39.18%	13,736 $436,000
Q1 2023 Apr 13, 2023	BUY	$30.82 - $33.97 $255,466 - $281,577	8,289 Added 57.98%	22,585 $741,000
Q4 2022 Jan 20, 2023	BUY	$29.52 - $34.44 $974 - $1,136	33 Added 0.23%	14,296 $0
Q3 2022 Oct 19, 2022	BUY	$30.55 - $36.1 $641 - $758	21 Added 0.15%	14,263 $436,000
Q2 2022 Jul 15, 2022	SELL	$30.14 - $35.25 $247,509 - $289,473	-8,212 Reduced 36.57%	14,242 $460,000
Q1 2022 May 16, 2022	BUY	$30.14 - $34.01 $676,763 - $763,660	22,454 New	22,454 $764,000

115

5.24M

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