Rockport Wealth LLC Ishare Morningstar Mid Cap Gro Transaction History

Rockport Wealth LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$72.18 - $81.41 $114,405 - $129,034	1,585 Added 20.03%	9,498 $693 Million
Q3 2024 Nov 13, 2024	SELL	$65.15 - $72.97 $152,841 - $171,187	-2,346 Reduced 22.87%	7,913 $577 Million
Q2 2024 Aug 15, 2024	SELL	$65.46 - $70.15 $15,579 - $16,695	-238 Reduced 2.27%	10,259 $695 Million
Q1 2024 May 13, 2024	BUY	$62.4 - $70.68 $655,012 - $741,927	10,497 New	10,497 $738 Million

391

22.9M

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