One Ascent Wealth Management LLC First Trust Rising Dividend Ac Transaction History

One Ascent Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$45.58 - $49.58 $52,280 - $56,868	-1,147 Reduced 6.53%	16,421 $755,000
Q2 2023 Jul 10, 2023	SELL	$42.83 - $47.25 $160,912 - $177,518	-3,757 Reduced 17.62%	17,568 $827,000
Q1 2023 Apr 17, 2023	BUY	$42.66 - $48.92 $909,724 - $1.04 Million	21,325 New	21,325 $957,000
Q2 2022 Aug 08, 2022	SELL	$40.42 - $49.12 $327,402 - $397,872	-8,100 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$46.62 - $52.79 $377,622 - $427,599	8,100 New	8,100 $397,000

608

154M

100

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