Omega Financial Group, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Omega Financial Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 14, 2020	SELL	$28.66 - $33.0 $237,706 - $273,702	-8,294 Closed	0 $0
Q2 2020 Jul 09, 2020	SELL	$22.83 - $32.98 $20,113 - $29,055	-881 Reduced 9.6%	8,294 $249,000
Q1 2020 Apr 29, 2020	SELL	$21.0 - $38.15 $77,511 - $140,811	-3,691 Reduced 28.69%	9,175 $231,000
Q4 2019 Jan 13, 2020	SELL	$33.84 - $38.14 $7,749 - $8,734	-229 Reduced 1.75%	12,866 $485,000
Q3 2019 Oct 22, 2019	SELL	$34.72 - $36.3 $2,985 - $3,121	-86 Reduced 0.65%	13,095 $466,000
Q2 2019 Aug 02, 2019	SELL	N/A	-821 Reduced 5.86%	13,181 $468,000
Q1 2019 May 10, 2019	SELL	N/A	-214 Reduced 1.51%	14,002 $486,000
Q4 2018 Feb 14, 2019	BUY	N/A	14,216 New	14,216 $443,000

116

4.91M

100

Get notified when there are updates to the investment portfolio of Omega Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Omega Financial Group, LLC with notifications on news.