Measured Wealth Private Client Group, LLC Ishares S&P Smallcap 600 Value Transaction History

Measured Wealth Private Client Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 01, 2021	SELL	$96.17 - $106.29 $207,534 - $229,373	-2,158 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$80.37 - $107.94 $173,438 - $232,934	2,158 New	2,158 $217,000
Q1 2020 Apr 22, 2020	SELL	$44.17 - $81.02 $130,831 - $239,981	-2,962 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$72.03 - $80.55 $49,988 - $55,901	-694 Reduced 18.98%	2,962 $476,000
Q3 2019 Oct 11, 2019	SELL	$74.24 - $77.45 $42,094 - $43,914	-567 Reduced 13.43%	3,656 $549,000
Q2 2019 Jul 26, 2019	BUY	N/A	909 Added 27.43%	4,223 $628,000
Q1 2019 May 07, 2019	BUY	N/A	373 Added 12.68%	3,314 $489,000
Q4 2018 Feb 07, 2019	SELL	N/A	-95 Reduced 3.13%	2,941 $388,000
Q3 2018 Nov 14, 2018	BUY	N/A	125 Added 4.29%	3,036 $507,000
Q2 2018 Aug 14, 2018	BUY	N/A	2,911 New	2,911 $475,000

849

40.9M

20K

11.6K

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.