Steel Peak Wealth Management LLC First Tr Iii Calif Mun High In Transaction History

Steel Peak Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$47.85 - $51.04 $105,270 - $112,288	-2,200 Reduced 30.34%	5,050 $244,000
Q4 2021 Jan 31, 2022	BUY	$54.17 - $54.91 $40,627 - $41,182	750 Added 11.54%	7,250 $397,000
Q2 2021 Aug 13, 2021	BUY	$53.97 - $55.29 $40,477 - $41,467	750 Added 13.04%	6,500 $358,000
Q1 2021 May 18, 2021	BUY	$53.59 - $54.94 $308,142 - $315,905	5,750 New	5,750 $310,000

3.68M

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