Iht Wealth Management, LLC First Trust Mid Cap Growth Alp Transaction History

Iht Wealth Management, LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	N/A	-250 Reduced 6.15%	3,815 $0
Q1 2023 May 15, 2023	BUY	N/A	1 Added 0.02%	4,065 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-2,373 Reduced 36.86%	4,064 $0
Q3 2022 Nov 22, 2022	BUY	N/A	570 Added 9.72%	6,437 $345,000
Q2 2022 Aug 15, 2022	SELL	N/A	-1,144 Reduced 16.32%	5,867 $321,000
Q1 2022 May 16, 2022	BUY	N/A	1,668 Added 31.22%	7,011 $468,000
Q4 2021 Feb 14, 2022	SELL	N/A	-168 Reduced 3.05%	5,343 $396,000
Q3 2021 Nov 15, 2021	BUY	N/A	343 Added 6.64%	5,511 $396,000
Q2 2021 Aug 16, 2021	BUY	N/A	209 Added 4.21%	5,168 $389,000
Q1 2021 May 18, 2021	BUY	N/A	179 Added 3.74%	4,959 $337,000
Q4 2020 Feb 17, 2021	BUY	N/A	790 Added 19.8%	4,780 $313,000
Q3 2020 Nov 19, 2020	BUY	N/A	3,990 New	3,990 $213,000
Q1 2020 May 13, 2020	SELL	N/A	-5,251 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	N/A	-9,630 Reduced 64.71%	5,251 $251,000
Q3 2019 Nov 15, 2019	SELL	N/A	-3,602 Reduced 19.49%	14,881 $667,000
Q2 2019 Aug 12, 2019	BUY	N/A	5,706 Added 44.66%	18,483 $837,000
Q1 2019 May 16, 2019	BUY	N/A	12,777 New	12,777 $552,000
Q2 2018 Aug 13, 2018	SELL	N/A	-20,000 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-184 Reduced 0.91%	20,000 $793,000
Q4 2017 Feb 14, 2018	BUY	N/A	20,184	20,184 $816,000

100

3.27M

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