Klingman & Associates, LLC GLOBAL X FDS Transaction History

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 04, 2020	SELL	N/A	-476,431 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	N/A	386,241 Added 428.25%	476,431 $2.93 Million
Q4 2019 Jan 29, 2020	SELL	N/A	-13,231 Reduced 12.79%	90,190 $1.11 Million
Q3 2019 Oct 22, 2019	SELL	N/A	-1,232 Reduced 1.18%	103,421 $1.27 Million
Q2 2019 Sep 27, 2019	BUY	N/A	48,494 Added 86.35%	104,653 $1.35 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-44,163 Reduced 44.02%	56,159 $727,000
Q1 2019 May 03, 2019	SELL	N/A	-10,180 Reduced 9.21%	100,322 $1.32 Million
Q4 2018 Jan 28, 2019	BUY	N/A	18,419 Added 20.0%	110,502 $1.21 Million
Q3 2018 Oct 26, 2018	SELL	N/A	-2,449 Reduced 2.59%	92,083 $1.23 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-1,827 Reduced 1.9%	94,532 $1.26 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-1,136 Reduced 1.17%	96,359 $1.13 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-6,228 Reduced 6.0%	97,495 $1.33 Million
Q3 2017 Oct 24, 2017	BUY	N/A	103,723	103,723 $1.43 Million

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.