Lodestone Wealth Management LLC Fidelity Covington Tr Msci Inf Transaction History

Lodestone Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$142.51 - $175.12 $1,282 - $1,576	-9 Reduced 0.52%	1,735 $298 Million
Q1 2024 Apr 30, 2024	BUY	$137.1 - $157.55 $822 - $945	6 Added 0.35%	1,744 $272 Million
Q4 2023 Jan 24, 2024	SELL	$118.9 - $144.37 $20,213 - $24,542	-170 Reduced 8.91%	1,738 $250 Million
Q3 2023 Oct 20, 2023	SELL	$121.1 - $135.73 $97,727 - $109,534	-807 Reduced 29.72%	1,908 $235 Million
Q2 2023 Jul 25, 2023	SELL	$108.86 - $131.04 $168,515 - $202,849	-1,548 Reduced 36.31%	2,715 $355 Million
Q1 2023 May 15, 2023	SELL	$92.02 - $113.95 $276 - $341	-3 Reduced 0.07%	4,263 $486 Million
Q4 2022 Feb 09, 2023	BUY	$88.99 - $103.33 $379,631 - $440,805	4,266 New	4,266 $403 Million

598

18.3M

48K

12K

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