Sfg Wealth Management, Llc. Ishares Tr Transaction History

Sfg Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$97.53 - $115.77 $169,312 - $200,976	1,736 New	1,736 $200,000
Q2 2023 Jul 14, 2023	SELL	$67.91 - $85.44 $80,405 - $101,160	-1,184 Reduced 31.95%	2,522 $215,000
Q1 2023 Apr 11, 2023	SELL	$61.44 - $73.21 $5,222 - $6,222	-85 Reduced 2.24%	3,706 $260,000
Q4 2022 Jan 31, 2023	SELL	$50.75 - $62.84 $7,511 - $9,300	-148 Reduced 3.76%	3,791 $229,000
Q4 2021 Feb 14, 2022	BUY	$66.2 - $83.04 $260,761 - $327,094	3,939 New	3,939 $327,000

422

18.7M

3.59M

5.52M

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

Stay updated on Sfg Wealth Management, Llc. with notifications on news.