Pensionmark Financial Group, LLC Dimensional ETF Tr U S Small C Transaction History

Pensionmark Financial Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$46.65 - $56.4 $216,549 - $261,808	-4,642 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$53.45 - $60.82 $171,360 - $194,988	-3,206 Reduced 40.85%	4,642 $260,000
Q4 2021 Feb 11, 2022	BUY	$56.67 - $63.93 $180,663 - $203,808	3,188 Added 68.41%	7,848 $440,000
Q3 2021 Nov 12, 2021	SELL	$54.69 - $59.43 $9,570 - $10,400	-175 Reduced 3.62%	4,660 $268,000
Q2 2021 Aug 12, 2021	BUY	$56.37 - $58.95 $272,548 - $285,023	4,835 New	4,835 $282,000

689

107M

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