Monte Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Monte Financial Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	BUY	$162.21 - $204.82 $6,975 - $8,807	43 Added 3.71%	1,201 $241,000
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $51,784 - $59,016	-297 Reduced 20.41%	1,158 $204,000
Q2 2023 Jul 25, 2023	SELL	$170.4 - $187.93 $18,744 - $20,672	-110 Reduced 7.03%	1,455 $272,000
Q4 2022 Jan 23, 2023	BUY	$166.81 - $188.05 $42,870 - $48,328	257 Added 19.65%	1,565 $0
Q3 2022 Oct 24, 2022	BUY	$164.17 - $201.07 $214,734 - $262,999	1,308 New	1,308 $216,000

2,662

308M

232M

524M

Get notified when there are updates to the investment portfolio of Monte Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Monte Financial Group, LLC with notifications on news.