Holistic Financial Partners First Tr Pfd Secs & Income ETF Transaction History

Holistic Financial Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$19.95 - $20.37 $260,706 - $266,195	-13,068 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$19.15 - $20.31 $250,252 - $265,411	13,068 New	13,068 $264,000
Q3 2020 Nov 13, 2020	SELL	$18.45 - $19.5 $241,104 - $254,826	-13,068 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$19.72 - $20.07 $257,700 - $262,274	13,068 New	13,068 $262,000
Q3 2019 Nov 07, 2019	SELL	$19.37 - $19.84 $253,127 - $259,269	-13,068 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$19.06 - $19.39 $249,076 - $253,388	13,068 New	13,068 $253,000

445

192M

10K

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