Iht Wealth Management, LLC GUGGENHEIM CR ALLOCATION FD COM Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021
SELL
N/A
-14,464 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
N/A
-3,923 Reduced 21.34%
14,464 $316,000
Q1 2021

May 18, 2021
SELL
N/A
-1,421 Reduced 7.17%
18,387 $386,000
Q4 2020

Feb 17, 2021
BUY
N/A
113 Added 0.57%
19,808 $392,000
Q3 2020

Nov 19, 2020
BUY
N/A
19,695 New
19,695 $350,000
Q2 2020

Aug 14, 2020
SELL
N/A
-19,475 Closed
0 $0
Q1 2020

May 13, 2020
BUY
N/A
5,582 Added 40.18%
19,475 $291,000
Q4 2019

Feb 18, 2020
BUY
N/A
61 Added 0.44%
13,893 $276,000
Q3 2019

Nov 15, 2019
SELL
N/A
-267 Reduced 1.89%
13,832 $277,000
Q2 2019

Aug 12, 2019
BUY
N/A
64 Added 0.46%
14,099 $294,000
Q1 2019

May 16, 2019
BUY
N/A
3,027 Added 27.5%
14,035 $283,000
Q4 2018

Feb 15, 2019
BUY
N/A
11,008 New
11,008 $203,000
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