Mc Clarren Financial Advisors, Inc. Russell Micro Cap ETF Transaction History

Mc Clarren Financial Advisors, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$109.35 - $119.81 $12,465 - $13,658	114 New	114 $101,000
Q4 2023 Feb 02, 2024	BUY	$90.78 - $118.63 $635 - $830	7 Added 0.8%	885 $103,000
Q3 2023 Nov 03, 2023	SELL	$99.15 - $115.3 $3,569 - $4,150	-36 Reduced 3.94%	878 $87,000
Q2 2023 Aug 04, 2023	BUY	$99.62 - $112.59 $298 - $337	3 Added 0.33%	914 $99,000
Q1 2023 May 05, 2023	BUY	$100.59 - $121.88 $201 - $243	2 Added 0.22%	911 $95,000
Q4 2022 Jan 30, 2023	BUY	$103.28 - $114.29 $309 - $342	3 Added 0.33%	909 $98,000
Q3 2022 Oct 31, 2022	BUY	$101.64 - $126.54 $92,085 - $114,645	906 New	906 $93,000
Q2 2022 Aug 11, 2022	SELL	$103.11 - $130.99 $93,417 - $118,676	-906 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$134.03 - $156.72 $536 - $626	4 Added 0.44%	906 $127,000
Q3 2021 Oct 15, 2021	BUY	$136.87 - $153.98 $273 - $307	2 Added 0.22%	902 $130,000
Q2 2021 Jul 23, 2021	SELL	$136.95 - $157.3 $15,886 - $18,246	-116 Reduced 11.42%	900 $137,000
Q1 2021 Apr 21, 2021	BUY	$117.96 - $158.51 $117 - $158	1 Added 0.1%	1,016 $149,000
Q4 2020 Jan 29, 2021	BUY	$91.79 - $121.66 $93,166 - $123,484	1,015 New	1,015 $120,000

223

4.12M

5.4K

2.3K

Get notified when there are updates to the investment portfolio of Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.