Private Ocean, LLC Wisdomtree U.S. Largecap Fund Transaction History

Private Ocean, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 09, 2021	SELL	$45.77 - $48.62 $145,914 - $155,000	-3,188 Closed	0 $0
Q2 2021 Aug 02, 2021	SELL	$43.71 - $46.27 $7,824 - $8,282	-179 Reduced 5.32%	3,188 $147,000
Q1 2021 Apr 20, 2021	BUY	$39.62 - $43.4 $277 - $303	7 Added 0.21%	3,367 $146,000
Q4 2020 Jan 29, 2021	BUY	$34.44 - $40.16 $10,917 - $12,730	317 Added 10.42%	3,360 $135,000
Q3 2020 Oct 30, 2020	BUY	$33.18 - $37.7 $497 - $565	15 Added 0.5%	3,043 $0
Q2 2020 Jul 24, 2020	BUY	$26.85 - $35.49 $81,301 - $107,463	3,028 New	3,028 $100,000

123

11.5M

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