Roger Wittlin Investment Advisory, LLC Global X Fds U S Pfd ETF (De) Transaction History

Roger Wittlin Investment Advisory, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$17.49 - $19.71 $1,154 - $1,300	-66 Reduced 0.32%	20,628 $400,000
Q3 2023 Nov 14, 2023	SELL	$18.73 - $19.58 $495,239 - $517,714	-26,441 Reduced 56.1%	20,694 $389,000
Q2 2023 Jul 31, 2023	BUY	$18.48 - $20.1 $14,007 - $15,235	758 Added 1.63%	47,135 $913,000
Q1 2023 May 12, 2023	BUY	$18.95 - $21.88 $13,397 - $15,469	707 Added 1.55%	46,377 $921,000
Q4 2022 Feb 10, 2023	BUY	$19.02 - $20.86 $868,643 - $952,676	45,670 New	45,670 $884,000

276

59.7M

20.5K

1.3K

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