Monterey Private Wealth, Inc. ETF Ser Solutions Lha Mkt St T Transaction History

Monterey Private Wealth, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$24.51 - $30.57 $754,589 - $941,158	-30,787 Closed	0 $0
Q1 2022 Apr 08, 2022	SELL	$28.22 - $32.45 $211,593 - $243,310	-7,498 Reduced 19.58%	30,787 $944,000
Q4 2021 Jan 18, 2022	BUY	$30.18 - $32.76 $24,626 - $26,732	816 Added 2.18%	38,285 $1.23 Million
Q3 2021 Oct 08, 2021	BUY	$30.21 - $32.22 $828,116 - $883,214	27,412 Added 272.57%	37,469 $1.14 Million
Q2 2021 Aug 30, 2021	SELL	$29.07 - $30.67 $27,878 - $29,412	-959 Reduced 8.71%	10,057 $308,000

Q1 2021 Apr 28, 2021	BUY	$26.82 - $28.85 $295,449 - $317,811	11,016 New	11,016 $334,000

3.08M

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

Stay updated on Monterey Private Wealth, Inc. with notifications on news.