Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.1 Billion
Q1 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$46.58 - $48.36 $173,277 - $179,899	-3,720 Reduced 59.74%	2,507 $121,000
Q3 2023 Oct 17, 2023	SELL	$47.15 - $47.94 $12,636 - $12,847	-268 Reduced 4.13%	6,227 $294,000
Q2 2023 Jul 19, 2023	SELL	$47.5 - $48.33 $159,695 - $162,485	-3,362 Reduced 34.11%	6,495 $309,000
Q1 2023 May 10, 2023	BUY	$47.34 - $48.21 $340,942 - $347,208	7,202 Added 271.26%	9,857 $471,000
Q4 2022 Feb 14, 2023	SELL	$46.77 - $47.85 $136,615 - $139,769	-2,921 Reduced 52.39%	2,655 $125,000

Q3 2022 Oct 26, 2022	BUY	$47.69 - $48.58 $140,828 - $143,456	2,953 Added 112.58%	5,576 $264,000
Q2 2022 Aug 10, 2022	BUY	$47.98 - $48.96 $623 - $636	13 Added 0.5%	2,623 $126,000
Q1 2022 May 13, 2022	SELL	$48.85 - $50.03 $121,148 - $124,074	-2,480 Reduced 48.72%	2,610 $127,000
Q4 2021 Feb 14, 2022	BUY	$49.97 - $50.67 $1,149 - $1,165	23 Added 0.45%	5,090 $254,000
Q3 2021 Nov 02, 2021	BUY	$50.52 - $50.94 $255,984 - $258,112	5,067 New	5,067 $256,000
Q3 2017 Nov 08, 2017	SELL	$51.97 - $51.99 $20,943 - $20,951	-403 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	403	403 $21,000

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# of Institutions

395

Shares Held

65.9M

Call Options Held

Put Options Held

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