Ritholtz Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Ritholtz Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$16.96 - $17.44 $187,815 - $193,130	-11,074 Reduced 49.32%	11,381 $197,000
Q1 2024 Apr 24, 2024	BUY	$16.74 - $17.43 $38,820 - $40,420	2,319 Added 11.52%	22,455 $388,000
Q4 2023 Jan 18, 2024	SELL	$15.46 - $16.92 $95,171 - $104,159	-6,156 Reduced 23.41%	20,136 $339,000
Q3 2023 Oct 13, 2023	BUY	$15.88 - $16.28 $417,516 - $428,033	26,292 New	26,292 $419,000
Q3 2021 Oct 14, 2021	SELL	$20.5 - $20.75 $891,155 - $902,023	-43,471 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$20.22 - $20.6 $878,983 - $895,502	43,471 New	43,471 $896,000

440

195M

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