Personal Cfo Solutions, LLC First Tr Small Cap Core Alphad Transaction History

Personal Cfo Solutions, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$89.32 - $100.62 $1,786 - $2,012	20 Added 0.65%	3,084 $306,000
Q2 2024 Aug 09, 2024	BUY	$86.32 - $94.11 $258 - $282	3 Added 0.1%	3,064 $277,000
Q1 2024 May 13, 2024	BUY	$85.84 - $93.24 $7,639 - $8,298	89 Added 2.99%	3,061 $285,000
Q4 2023 Feb 13, 2024	SELL	$74.82 - $93.04 $29,853 - $37,122	-399 Reduced 11.84%	2,972 $272,000
Q3 2023 Nov 13, 2023	BUY	$79.2 - $88.72 $266,983 - $299,075	3,371 New	3,371 $271,000

175

6.86M

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