Measured Wealth Private Client Group, LLC First Tr Exchange Trd Fd Ii Fi Transaction History

Measured Wealth Private Client Group, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 27, 2022	SELL	$18.54 - $22.81 $196,876 - $242,219	-10,619 Reduced 48.29%	11,372 $211,000
Q2 2022 Jul 25, 2022	SELL	$21.74 - $25.53 $207,073 - $243,173	-9,525 Reduced 30.22%	21,991 $478,000
Q1 2022 May 03, 2022	SELL	$23.77 - $26.73 $494,938 - $556,572	-20,822 Reduced 39.78%	31,516 $799,000
Q4 2021 Jan 28, 2022	SELL	$24.26 - $26.01 $449,465 - $481,887	-18,527 Reduced 26.14%	52,338 $1.32 Million
Q3 2021 Nov 01, 2021	SELL	$24.91 - $26.31 $2.3 Million - $2.43 Million	-92,393 Reduced 56.59%	70,865 $1.77 Million
Q2 2021 Aug 05, 2021	SELL	$25.31 - $27.47 $154,213 - $167,374	-6,093 Reduced 3.6%	163,258 $4.24 Million
Q1 2021 May 04, 2021	BUY	$21.88 - $25.46 $21,726 - $25,281	993 Added 0.59%	169,351 $4.26 Million
Q4 2020 Jan 20, 2021	BUY	$17.73 - $22.42 $282,492 - $357,217	15,933 Added 10.45%	168,358 $3.69 Million
Q3 2020 Oct 15, 2020	BUY	$17.49 - $19.34 $459,619 - $508,235	26,279 Added 20.83%	152,425 $2.72 Million
Q2 2020 Aug 03, 2020	BUY	$14.95 - $20.47 $101,301 - $138,704	6,776 Added 5.68%	126,146 $2.27 Million
Q1 2020 Apr 22, 2020	BUY	$13.9 - $25.2 $4,086 - $7,408	294 Added 0.25%	119,370 $1.9 Million
Q4 2019 Jan 15, 2020	BUY	$22.13 - $24.98 $399,070 - $450,464	18,033 Added 17.85%	119,076 $2.97 Million
Q3 2019 Oct 11, 2019	BUY	$22.69 - $23.43 $1.02 Million - $1.05 Million	44,886 Added 79.93%	101,043 $2.32 Million
Q2 2019 Jul 26, 2019	BUY	N/A	56,157 New	56,157 $1.29 Million

131

10.9M

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.