Sea Crest Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Sea Crest Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	BUY	$49.13 - $51.51 $2,849 - $2,987	58 Added 0.43%	13,532 $676,000
Q1 2022 May 16, 2022	BUY	$51.44 - $54.88 $140,585 - $149,987	2,733 Added 25.44%	13,474 $695,000
Q4 2021 Feb 11, 2022	SELL	$54.5 - $55.03 $118,428 - $119,580	-2,173 Reduced 16.83%	10,741 $590,000
Q3 2021 Nov 16, 2021	BUY	$54.77 - $55.59 $707,299 - $717,889	12,914 New	12,914 $707,000

1,176

510M

39.6K

85.7K

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