Morton Capital Management Llc/Ca First Tr Exchange Traded Iv Transaction History

Morton Capital Management Llc/Ca

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Dec 05, 2023	SELL	$26.24 - $27.37 $219,497 - $228,950	-8,365 Closed	0 $0
Q1 2023 Dec 05, 2023	SELL	$25.42 - $27.64 $3,813 - $4,146	-150 Reduced 1.76%	8,365 $223 Million
Q4 2022 Dec 05, 2023	SELL	$24.59 - $27.92 $20,901 - $23,732	-850 Reduced 9.08%	8,515 $227 Million
Q4 2021 Dec 05, 2023	BUY	$23.74 - $25.45 $222,325 - $238,339	9,365 New	9,365 $234 Million

324

67.5M

3.6K

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