Herold Advisors, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Herold Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$43.25 - $44.65 $282,682 - $291,832	6,536 New	6,536 $284,000
Q3 2023 Nov 08, 2023	BUY	$41.98 - $44.5 $31,736 - $33,642	756 Added 5.33%	14,940 $628,000
Q2 2023 Jul 14, 2023	BUY	$44.02 - $45.59 $624,379 - $646,648	14,184 New	14,184 $626,000
Q2 2022 Jul 15, 2022	SELL	$45.24 - $49.52 $180,960 - $198,080	-4,000 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$53.5 - $54.31 $214,000 - $217,240	4,000 New	4,000 $214,000

352

101M

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