Shepherd Kaplan Krochuk, LLC WISDOMTREE TR Transaction History

Shepherd Kaplan Krochuk, LLC

  • $127 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
N/A
-13,120 Closed
0 $0
Q1 2022

May 06, 2022
SELL
N/A
-13,120 Reduced 50.0%
13,120 $660,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,010 Added 4.0%
26,240 $658,000
Q3 2021

Nov 12, 2021
SELL
N/A
-500 Reduced 1.94%
25,230 $633,000
Q2 2021

Aug 10, 2021
BUY
N/A
4,110 Added 19.01%
25,730 $646,000
Q4 2020

Feb 12, 2021
BUY
N/A
4,460 Added 25.99%
21,620 $543,000
Q3 2020

Nov 13, 2020
SELL
N/A
-2,510 Reduced 12.76%
17,160 $431,000
Q4 2019

Feb 05, 2020
BUY
N/A
2,490 Added 14.49%
19,670 $493,000
Q3 2019

Nov 12, 2019
BUY
N/A
2,760 Added 19.14%
17,180 $430,000
Q1 2019

May 14, 2019
SELL
N/A
-6,200 Reduced 30.07%
14,420 $362,000
Q4 2018

Feb 12, 2019
SELL
N/A
-230 Reduced 1.1%
20,620 $517,000
Q3 2018

Nov 14, 2018
SELL
N/A
-370 Reduced 1.74%
20,850 $523,000
Q2 2018

Aug 14, 2018
BUY
N/A
21,220 New
21,220 $532,000
Track This Portfolio

Track Shepherd Kaplan Krochuk, LLC Portfolio

Follow Shepherd Kaplan Krochuk, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Kaplan Krochuk, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Kaplan Krochuk, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email