Octavia Wealth Advisors, LLC First Trust Nasdaq 100 Technol Transaction History

Octavia Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	BUY	$137.75 - $176.94 $186,100 - $239,045	1,351 New	1,351 $237,000
Q1 2023 Apr 20, 2023	BUY	$103.56 - $130.51 $160,725 - $202,551	1,552 New	1,552 $202,000
Q2 2022 Jul 18, 2022	SELL	$110.94 - $155.53 $178,280 - $249,936	-1,607 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$131.75 - $175.08 $6,587 - $8,754	-50 Reduced 3.02%	1,607 $245,000
Q4 2021 Jan 28, 2022	SELL	$154.08 - $180.39 $3,081 - $3,607	-20 Reduced 1.19%	1,657 $290,000
Q2 2021 Jul 26, 2021	SELL	$136.79 - $159.82 $97,804 - $114,271	-715 Reduced 29.89%	1,677 $267,000
Q4 2020 Feb 12, 2021	BUY	$115.55 - $138.66 $276,395 - $331,674	2,392 New	2,392 $330,000

351

16.5M

9.9K

48.6K

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

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.