Source Financial Advisors LLC First Tr ETF Viii Tcw Opportun Transaction History

Source Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$45.24 - $49.52 $682,988 - $747,603	-15,097 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$49.18 - $52.9 $5,606 - $6,030	-114 Reduced 0.75%	15,097 $749,000
Q4 2021 Feb 14, 2022	SELL	$52.94 - $53.71 $24,617 - $24,975	-465 Reduced 2.97%	15,211 $809,000
Q3 2021 Nov 15, 2021	BUY	$53.5 - $54.31 $20,651 - $20,963	386 Added 2.52%	15,676 $839,000
Q2 2021 Aug 16, 2021	BUY	$52.93 - $53.72 $17,784 - $18,049	336 Added 2.25%	15,290 $820,000
Q1 2021 May 17, 2021	BUY	$52.76 - $54.76 $788,973 - $818,881	14,954 New	14,954 $790,000

352

97.9M

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