Sheets Smith Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History

Sheets Smith Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$46.58 - $48.36 $93,160 - $96,720	-2,000 Reduced 29.85%	4,700 $227,000
Q2 2023 Aug 09, 2023	BUY	$47.5 - $48.33 $47,500 - $48,330	1,000 Added 17.54%	6,700 $319,000
Q1 2023 May 26, 2023	BUY	$47.34 - $48.21 $267,565 - $272,482	5,652 Added 11775.0%	5,700 $272,000
Q1 2023 May 12, 2023	SELL	$47.34 - $48.21 $220,225 - $224,272	-4,652 Reduced 98.98%	48 $2,000
Q1 2022 May 02, 2022	BUY	$48.85 - $50.03 $229,595 - $235,141	4,700 New	4,700 $230,000

425

70.7M

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

Stay updated on Sheets Smith Wealth Management with notifications on news.