Sheets Smith Wealth Management Flexshares Tr Morningstar Glob Transaction History

Sheets Smith Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$39.27 - $42.69 $31,298 - $34,023	797 New	797 $32,000
Q1 2023 May 26, 2023	BUY	$39.93 - $46.61 $275,237 - $321,282	6,893 Added 16411.9%	6,935 $293,000
Q1 2023 May 12, 2023	SELL	$39.93 - $46.61 $256,869 - $299,842	-6,433 Reduced 99.35%	42 $1,000
Q4 2022 Mar 08, 2023	SELL	$38.4 - $45.28 $1,881 - $2,218	-49 Reduced 0.75%	6,475 $281,000
Q3 2022 Nov 01, 2022	BUY	$36.44 - $43.83 $11,988 - $14,420	329 Added 5.31%	6,524 $245,000
Q2 2022 Jul 27, 2022	BUY	$38.82 - $48.93 $240,489 - $303,121	6,195 New	6,195 $246,000

282

122M

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