Iht Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Iht Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$47.09 - $55.78 $190,337 - $225,462	4,042 New	4,042 $201,000
Q3 2021 Nov 15, 2021	SELL	$49.81 - $54.23 $1.05 Million - $1.14 Million	-21,052 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$50.97 - $54.49 $344,302 - $368,079	6,755 Added 47.25%	21,052 $1.1 Million
Q1 2021 May 18, 2021	BUY	$42.79 - $52.29 $611,768 - $747,590	14,297 New	14,297 $728,000
Q2 2018 Aug 13, 2018	SELL	N/A	-20,327 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	384 Added 1.93%	20,327 $766,000
Q4 2017 Feb 14, 2018	BUY	N/A	19,943	19,943 $805,000

155

7.42M

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