Sea Crest Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 14, 2023
BUY
$33.19 - $36.38 $237,673 - $260,517
7,161 New
7,161 $243,000
Q2 2022

Aug 09, 2022
BUY
$34.6 - $39.18 $215,177 - $243,660
6,219 Added 56.07%
17,311 $610,000
Q1 2022

May 16, 2022
SELL
$35.1 - $37.75 $318,216 - $342,241
-9,066 Reduced 44.97%
11,092 $415,000
Q4 2021

Feb 11, 2022
SELL
$32.91 - $35.56 $7,931 - $8,569
-241 Reduced 1.18%
20,158 $717,000
Q3 2021

Nov 16, 2021
BUY
$32.62 - $34.39 $58,226 - $61,386
1,785 Added 9.59%
20,399 $668,000
Q2 2021

Aug 12, 2021
BUY
$32.86 - $35.14 $17,645 - $18,870
537 Added 2.97%
18,614 $618,000
Q1 2021

May 17, 2021
BUY
$29.2 - $32.92 $1,430 - $1,613
49 Added 0.27%
18,077 $591,000
Q4 2020

Feb 09, 2021
SELL
$25.5 - $30.51 $86,292 - $103,245
-3,384 Reduced 15.8%
18,028 $533,000
Q3 2020

Nov 12, 2020
SELL
$24.81 - $27.46 $84,254 - $93,254
-3,396 Reduced 13.69%
21,412 $558,000
Q2 2020

Jul 27, 2020
SELL
$21.3 - $29.06 $12,780 - $17,436
-600 Reduced 2.36%
24,808 $629,000
Q1 2020

May 13, 2020
BUY
$19.15 - $32.68 $29,931 - $51,078
1,563 Added 6.55%
25,408 $567,000
Q4 2019

Jan 22, 2020
SELL
$29.94 - $32.68 $10,029 - $10,947
-335 Reduced 1.39%
23,845 $777,000
Q3 2019

Oct 15, 2019
BUY
$29.15 - $31.57 $83,718 - $90,669
2,872 Added 13.48%
24,180 $751,000
Q2 2019

Jul 19, 2019
SELL
$28.96 - $30.64 $1,361 - $1,440
-47 Reduced 0.22%
21,308 $653,000
Q1 2019

May 10, 2019
BUY
$27.03 - $30.26 $52,897 - $59,218
1,957 Added 10.09%
21,355 $644,000
Q4 2018

Feb 13, 2019
SELL
$25.99 - $30.19 $98,034 - $113,876
-3,772 Reduced 16.28%
19,398 $528,000
Q3 2018

Nov 14, 2018
BUY
$28.49 - $30.14 $65,071 - $68,839
2,284 Added 10.94%
23,170 $691,000
Q2 2018

Aug 03, 2018
SELL
$27.65 - $29.13 $30,719 - $32,363
-1,111 Reduced 5.05%
20,886 $597,000
Q1 2018

Apr 20, 2018
SELL
$27.43 - $31.14 $223,088 - $253,261
-8,133 Reduced 26.99%
21,997 $621,000
Q4 2017

Feb 02, 2018
BUY
$28.72 - $30.44 $865,333 - $917,157
30,130
30,130 $907,000

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
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