Sea Crest Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Sea Crest Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$334.35 - $367.01 $200,275 - $219,838	599 New	599 $204,000
Q3 2022 Nov 14, 2022	BUY	$50.03 - $317.25 $1,400 - $8,883	28 Added 3.62%	802 $201,000
Q2 2022 Aug 09, 2022	BUY	$257.24 - $353.96 $199,103 - $273,965	774 New	774 $209,000
Q1 2022 May 16, 2022	SELL	$302.28 - $393.09 $159,603 - $207,551	-528 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$384.52 - $446.52 $203,026 - $235,762	528 New	528 $210,000
Q2 2019 Jul 19, 2019	SELL	$199.4 - $222.26 $48,254 - $53,786	-242 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$167.19 - $214.66 $1,671 - $2,146	10 Added 4.31%	242 $51,000
Q3 2018 Nov 14, 2018	BUY	$184.64 - $205.52 $42,836 - $47,680	232 New	232 $48,000

551

50.1M

1.14M

1.7M

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.