New Edge Wealth, LLC Ishares Barclays Transaction History

New Edge Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$91.32 - $97.13 $134,605 - $143,169	1,474 Added 3.44%	44,344 $4.06 Million
Q2 2023 Aug 09, 2023	BUY	$96.39 - $100.48 $442,140 - $460,901	4,587 Added 11.98%	42,870 $4.14 Million
Q1 2023 May 08, 2023	BUY	$94.41 - $100.02 $363,006 - $384,576	3,845 Added 11.16%	38,283 $3.79 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $3.2 Million - $3.41 Million	34,438 New	34,438 $3.3 Million
Q1 2022 May 10, 2022	SELL	$106.08 - $113.93 $2.27 Million - $2.44 Million	-21,404 Reduced 91.39%	2,017 $217,000
Q4 2021 Jan 31, 2022	BUY	$113.55 - $116.36 $2.66 Million - $2.73 Million	23,421 New	23,421 $2.69 Million

1,055

280M

13.2M

13.9M

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on New Edge Wealth, LLC with notifications on news.