Minich Mac Gregor Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

Minich Mac Gregor Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	SELL	$16.44 - $19.4 $5,688 - $6,712	-346 Reduced 0.79%	43,582 $0
Q3 2022 Oct 06, 2022	BUY	$14.03 - $18.3 $33,545 - $43,755	2,391 Added 5.76%	43,928 $685,000
Q2 2022 Jul 13, 2022	SELL	$14.62 - $18.74 $15,891 - $20,370	-1,087 Reduced 2.55%	41,537 $613,000
Q1 2022 Apr 26, 2022	BUY	$12.26 - $16.37 $522,570 - $697,754	42,624 New	42,624 $679,000
Q3 2020 Oct 14, 2020	SELL	$5.49 - $7.24 $313,857 - $413,903	-57,169 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$3.76 - $8.99 $214,955 - $513,949	57,169 New	57,169 $375,000
Q1 2018 Jul 03, 2018	SELL	$13.33 - $16.43 $11,277 - $13,899	-846 Closed	0 $0
Q4 2017 Jul 03, 2018	BUY	$13.63 - $15.64 $6,815 - $7,820	500 Added 144.51%	846 $13,000
Q3 2017 Jul 03, 2018	BUY	$14.27 - $14.35 $913 - $918	64 Added 22.7%	346 $4,000
Q2 2017 Jul 02, 2018	SELL	N/A	-1,057 Reduced 78.94%	282 $3,000
Q1 2017 Jun 28, 2018	SELL	N/A	-71,217 Reduced 98.15%	1,339 $20,000
Q4 2016 Jun 28, 2018	BUY	N/A	7,963 Added 12.33%	72,556 $1.2 Million
Q3 2016 Jun 28, 2018	BUY	N/A	3,686 Added 6.05%	64,593 $996,000
Q2 2016 Jun 28, 2018	SELL	N/A	-973 Reduced 1.57%	60,907 $907,000
Q1 2016 Jun 28, 2018	BUY	N/A	61,880	61,880 $873,000

131

21.7M

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