M Holdings Securities, Inc. INVESTMENT MANAGERS SER TR I Transaction History

M Holdings Securities, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	N/A	-4,130 Reduced 10.86%	33,900 $883,000
Q2 2024 Aug 13, 2024	SELL	N/A	-1,500 Reduced 3.79%	38,030 $1.16 Million
Q1 2024 May 14, 2024	SELL	N/A	-7,902 Reduced 16.66%	39,530 $1.06 Million
Q4 2023 Feb 14, 2024	SELL	N/A	-7,860 Reduced 14.22%	47,432 $1.23 Million
Q3 2023 Feb 14, 2024	BUY	N/A	41,292 Added 294.94%	55,292 $2.2 Million
Q2 2023 Sep 26, 2023	SELL	N/A	-43,050 Reduced 75.46%	14,000 $507,000
Q1 2023 May 15, 2023	BUY	N/A	27,565 Added 93.49%	57,050 $2.29 Million
Q4 2022 Feb 10, 2023	BUY	N/A	2,610 Added 9.71%	29,485 $1.61 Million
Q3 2022 Nov 16, 2022	BUY	N/A	26,875 New	26,875 $1.66 Million

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