New Edge Wealth, LLC Capitol Ser Tr Fairlead Tactic Transaction History

New Edge Wealth, LLC

  • $4.55 Billion
  • Q1 2024

A detailed history of New Edge Wealth, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,146 shares of TACK stock, worth $239,350. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,146
Previous 24,441 62.58%
Holding current value
$239,350
Previous $605,000 60.17%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$24.33 - $26.44 $372,127 - $404,399
-15,295 Reduced 62.58%
9,146 $241,000
Q4 2023

Jan 29, 2024
SELL
$22.25 - $24.92 $460,842 - $516,143
-20,712 Reduced 45.87%
24,441 $605,000
Q3 2023

Nov 08, 2023
SELL
$22.57 - $24.24 $343,560 - $368,981
-15,222 Reduced 25.21%
45,153 $1.02 Million
Q2 2023

Aug 09, 2023
SELL
$23.57 - $24.8 $172,862 - $181,883
-7,334 Reduced 10.83%
60,375 $1.44 Million
Q1 2023

May 08, 2023
SELL
$23.3 - $24.48 $39,004 - $40,979
-1,674 Reduced 2.41%
67,709 $1.64 Million
Q4 2022

Feb 14, 2023
BUY
$22.57 - $24.08 $1.57 Million - $1.67 Million
69,383 New
69,383 $1.62 Million

Others Institutions Holding TACK

# of Institutions
28
Shares Held
5.9M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

TACK Quotes by TradingView
  • Ticker TACK
  • Sector ETFs
  • Industry ETFs
More about TACK
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