Sea Crest Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Sea Crest Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$40.42 - $49.12 $23,605 - $28,686	-584 Reduced 3.19%	17,737 $726,000
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $99,906 - $113,128	2,143 Added 13.25%	18,321 $898,000
Q4 2021 Feb 11, 2022	BUY	$47.66 - $52.06 $206,034 - $225,055	4,323 Added 36.47%	16,178 $838,000
Q3 2021 Nov 16, 2021	BUY	$46.43 - $49.91 $239,578 - $257,535	5,160 Added 77.07%	11,855 $563,000
Q2 2021 Aug 12, 2021	BUY	$46.13 - $49.37 $308,840 - $330,532	6,695 New	6,695 $322,000

608

154M

100

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.