Revisor Wealth Management LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Revisor Wealth Management LLC

  • $144 Billion
  • Q2 2024
Number of Shares
58,389
Previous 83,515 30.09%
Holding current value
$1.12 Billion
Previous $1.54 Billion 27.4%
% of portfolio
0.78%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
N/A
-25,126 Reduced 30.09%
58,389 $1.12 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
37,390 Added 81.06%
83,515 $1.54 Billion
Q4 2023

Jan 10, 2024
SELL
N/A
-9,671 Reduced 17.33%
46,125 $819 Million
Q3 2023

Nov 16, 2023
BUY
N/A
55,796 New
55,796 $936 Million
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