National Wealth Management Group, LLC First Tr Morningstar Dividend Transaction History

National Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$33.36 - $35.96 $7,038 - $7,587	-211 Reduced 3.03%	6,763 $226 Million
Q2 2023 Aug 09, 2023	SELL	$33.19 - $36.38 $701,669 - $769,109	-21,141 Reduced 75.19%	6,974 $245 Million
Q1 2023 May 15, 2023	BUY	$33.91 - $38.26 $953,379 - $1.08 Million	28,115 New	28,115 $954 Million
Q4 2022 Nov 17, 2023	BUY	$33.07 - $38.07 $1.63 Million - $1.88 Million	49,311 Added 750.89%	55,878 $2.04 Billion
Q3 2022 Nov 17, 2023	SELL	$32.13 - $37.78 $6,297 - $7,404	-196 Reduced 2.9%	6,567 $211 Million

380

62.1M

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