Ridgecrest Wealth Partners, LLC Franklin ETF Tr Liberty Short Transaction History

Ridgecrest Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 26, 2022	SELL	$92.0 - $93.96 $338,560 - $345,772	-3,680 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$93.89 - $94.79 $1.03 Million - $1.04 Million	-10,942 Reduced 74.83%	3,680 $346,000
Q3 2021 Nov 03, 2021	SELL	$94.69 - $95.0 $912,811 - $915,800	-9,640 Reduced 39.73%	14,622 $1.39 Million
Q2 2021 Jul 21, 2021	BUY	$94.81 - $95.34 $62,764 - $63,115	662 Added 2.81%	24,262 $2.3 Million
Q1 2021 May 19, 2021	BUY	$95.19 - $95.83 $2.25 Million - $2.26 Million	23,600 New	23,600 $2.25 Million

1.07M

Get notified when there are updates to the investment portfolio of Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.