Minich Mac Gregor Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Minich Mac Gregor Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$81.34 - $89.16 $4.02 Million - $4.4 Million	49,400 Added 55.21%	138,873 $0
Q3 2022 Oct 06, 2022	BUY	$83.93 - $95.89 $7.51 Million - $8.58 Million	89,473 New	89,473 $7.26 Million
Q4 2020 Jan 19, 2021	SELL	$73.61 - $82.19 $525,869 - $587,165	-7,144 Closed	0 $0
Q3 2020 Oct 14, 2020	SELL	$70.19 - $76.14 $67,242 - $72,942	-958 Reduced 11.82%	7,144 $1.04 Million
Q2 2020 Aug 05, 2020	BUY	$64.5 - $78.05 $522,579 - $632,361	8,102 New	8,102 $1.14 Million

Q1 2020 Apr 21, 2020	SELL	$56.5 - $88.53 $5.89 Million - $9.22 Million	-104,181 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$77.06 - $81.5 $623,569 - $659,498	8,092 Added 8.42%	104,181 $16.9 Million
Q3 2019 Oct 21, 2019	BUY	$74.74 - $81.66 $1.13 Million - $1.24 Million	15,152 Added 18.72%	96,089 $15.6 Million
Q2 2019 Aug 05, 2019	BUY	$72.15 - $77.08 $338,599 - $361,736	4,693 Added 6.16%	80,937 $12.2 Million
Q1 2019 Apr 16, 2019	BUY	$65.82 - $74.61 $5.02 Million - $5.69 Million	76,244 New	76,244 $11.2 Million
Q4 2016 Jun 28, 2018	SELL	N/A	-24,995 Closed	0 $0
Q3 2016 Jun 28, 2018	BUY	N/A	2,202 Added 9.66%	24,995 $3.06 Million
Q2 2016 Jun 28, 2018	BUY	N/A	164 Added 0.72%	22,793 $2.99 Million
Q1 2016 Jun 28, 2018	BUY	N/A	22,629	22,629 $2.8 Million

229

4.42M

4.4K

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.