New Edge Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

New Edge Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$50.23 - $50.46 $177,814 - $178,628	-3,540 Reduced 47.09%	3,977 $200,000
Q4 2023 Jan 29, 2024	SELL	$50.21 - $50.49 $611,156 - $614,564	-12,172 Reduced 61.82%	7,517 $377,000
Q3 2023 Nov 08, 2023	BUY	$50.28 - $50.51 $262,210 - $263,409	5,215 Added 36.03%	19,689 $990,000
Q2 2023 Aug 09, 2023	SELL	$50.23 - $50.5 $374,313 - $376,326	-7,452 Reduced 33.99%	14,474 $728,000
Q1 2023 May 08, 2023	BUY	$50.21 - $50.41 $93,139 - $93,510	1,855 Added 9.24%	21,926 $1.1 Million
Q4 2022 Feb 14, 2023	BUY	$50.2 - $50.39 $1.01 Million - $1.01 Million	20,071 New	20,071 $1.01 Million

517

228M

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