Rmr Wealth Builders Wisdomtree U.S. Largecap Fund Transaction History

Rmr Wealth Builders

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	BUY	$38.5 - $44.12 $190,267 - $218,041	4,942 New	4,942 $205,000
Q2 2022 Aug 02, 2022	SELL	$39.74 - $48.71 $30,560 - $37,457	-769 Reduced 13.5%	4,929 $201,000
Q1 2022 May 13, 2022	BUY	$44.93 - $50.92 $58,903 - $66,756	1,311 Added 29.88%	5,698 $276,000
Q4 2021 Feb 02, 2022	BUY	$45.99 - $50.68 $201,758 - $222,333	4,387 New	4,387 $221,000
Q2 2021 Aug 16, 2021	SELL	$43.71 - $46.27 $129,993 - $137,606	-2,974 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$39.62 - $43.4 $117,829 - $129,071	2,974 New	2,974 $129,000

123

11.5M

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