Pensionmark Financial Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Pensionmark Financial Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$28.19 - $33.79 $180,556 - $216,424	-6,405 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$30.13 - $38.07 $8,677 - $10,964	-288 Reduced 4.3%	6,405 $209,000
Q4 2021 Feb 11, 2022	BUY	$35.7 - $39.01 $33,343 - $36,435	934 Added 16.22%	6,693 $244,000
Q3 2021 Nov 12, 2021	BUY	$37.03 - $41.81 $4,591 - $5,184	124 Added 2.2%	5,759 $215,000
Q2 2021 Aug 12, 2021	BUY	$39.26 - $42.54 $9,579 - $10,379	244 Added 4.53%	5,635 $237,000
Q1 2021 May 17, 2021	BUY	$39.62 - $45.05 $1,822 - $2,072	46 Added 0.86%	5,391 $212,000
Q4 2020 Feb 16, 2021	BUY	$33.67 - $39.76 $179,966 - $212,517	5,345 New	5,345 $240,000

248

43.4M

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.