Pensionmark Financial Group, LLC Ishares 0 5 Year High Yield CO Transaction History

Pensionmark Financial Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$40.29 - $41.87 $428,685 - $445,496	10,640 New	10,640 $435,000
Q1 2021 May 17, 2021	SELL	$45.28 - $45.81 $654,522 - $662,183	-14,455 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$43.72 - $45.44 $410,574 - $426,727	9,391 Added 185.45%	14,455 $661,000
Q3 2020 Nov 13, 2020	BUY	$42.81 - $44.47 $13,099 - $13,607	306 Added 6.43%	5,064 $223,000
Q2 2020 Aug 14, 2020	BUY	$39.39 - $43.83 $187,417 - $208,543	4,758 New	4,758 $210,000

529

119M

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

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