Sea Crest Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Sea Crest Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$47.35 - $48.58 $186,464 - $191,308	-3,938 Reduced 44.19%	4,973 $235,000
Q4 2021 Feb 11, 2022	SELL	$49.97 - $50.67 $44,973 - $45,603	-900 Reduced 9.17%	8,911 $445,000
Q3 2021 Nov 16, 2021	BUY	$50.52 - $50.94 $81,791 - $82,471	1,619 Added 19.76%	9,811 $496,000
Q2 2021 Aug 12, 2021	BUY	$50.83 - $51.19 $416,399 - $419,348	8,192 New	8,192 $417,000
Q2 2019 Jul 19, 2019	SELL	$51.22 - $51.68 $31,961 - $32,248	-624 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	$50.81 - $51.07 $3,455 - $3,472	-68 Reduced 9.83%	624 $32,000
Q3 2018 Nov 14, 2018	BUY	$50.94 - $51.29 $152 - $153	3 Added 0.44%	692 $35,000
Q2 2018 Aug 03, 2018	BUY	$51.03 - $51.43 $35,159 - $35,435	689 New	689 $35,000

417

66.4M

200

2.6K

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