Iht Wealth Management, LLC Global X Fds Fintech ETF (De) Transaction History

Iht Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$27.48 - $34.32 $19,318 - $24,126	-703 Reduced 9.28%	6,875 $214,000
Q3 2024 Nov 14, 2024	SELL	$24.05 - $28.25 $27,224 - $31,979	-1,132 Reduced 13.0%	7,578 $212,000
Q2 2024 Aug 14, 2024	SELL	$24.69 - $27.3 $143,646 - $158,831	-5,818 Reduced 40.05%	8,710 $219,000
Q1 2024 May 15, 2024	BUY	$23.73 - $27.86 $25,201 - $29,587	1,062 Added 7.89%	14,528 $404,000
Q4 2023 Feb 14, 2024	BUY	$18.19 - $26.08 $244,946 - $351,193	13,466 New	13,466 $344,000
Q2 2018 Aug 13, 2018	SELL	$22.72 - $27.29 $2,067 - $2,483	-91 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$20.77 - $22.28 $1,890 - $2,027	91	91 $2,000

118

2.84M

10K

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