Surevest, LLC Wisdomtree Tr Intl Midcap Divi Transaction History

Surevest, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 16, 2020	SELL	$40.88 - $66.27 $1.51 Million - $2.45 Million	-36,980 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$58.81 - $66.52 $242,708 - $274,528	-4,127 Reduced 10.04%	36,980 $2.43 Million
Q3 2019 Oct 15, 2019	SELL	$60.13 - $62.01 $37,460 - $38,632	-623 Reduced 1.49%	41,107 $2.48 Million
Q2 2019 Jul 10, 2019	BUY	N/A	3,828 Added 10.1%	41,730 $2.58 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-569 Reduced 1.48%	37,902 $2.35 Million
Q4 2018 Feb 20, 2019	BUY	N/A	38,471 New	38,471 $2.18 Million

528K

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

Stay updated on Surevest, LLC with notifications on news.