Treasure Coast Financial Planning Wisdomtree Tr Us Small Cap Qua Transaction History

Treasure Coast Financial Planning

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$44.91 - $49.64 $28,787 - $31,819	-641 Reduced 13.57%	4,084 $202,000
Q4 2023 Feb 01, 2024	SELL	$38.52 - $48.13 $10,053 - $12,561	-261 Reduced 5.23%	4,725 $224,000
Q3 2023 Nov 06, 2023	SELL	$40.67 - $44.93 $35,789 - $39,538	-880 Reduced 15.0%	4,986 $205,000
Q2 2023 Jul 21, 2023	SELL	$38.88 - $42.64 $233 - $255	-6 Reduced 0.1%	5,866 $248,000
Q1 2023 May 04, 2023	SELL	$39.98 - $46.79 $24,467 - $28,635	-612 Reduced 9.44%	5,872 $244,000
Q4 2022 Feb 06, 2023	BUY	$36.76 - $43.05 $238,351 - $279,136	6,484 New	6,484 $260,000

110

4.73M

100

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