Ullmann Wealth Partners Group, LLC Spdr Dow Jones Reit ETF Transaction History

Ullmann Wealth Partners Group, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 09, 2020	SELL	$59.3 - $107.65 $202,924 - $368,378	-3,422 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$99.89 - $106.77 $481,969 - $515,165	-4,825 Reduced 58.51%	3,422 $349,000
Q3 2019 Oct 08, 2019	SELL	$102.94 - $104.74 $409,907 - $417,074	-3,982 Reduced 32.56%	8,247 $862,000
Q2 2019 Jul 11, 2019	SELL	N/A	-7,093 Reduced 36.71%	12,229 $1.21 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-5,514 Reduced 22.2%	19,322 $1.91 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-1,771 Reduced 6.66%	24,836 $2.14 Million
Q3 2018 Nov 06, 2018	BUY	N/A	2,655 Added 11.08%	26,607 $2.48 Million
Q2 2018 Aug 07, 2018	BUY	N/A	394 Added 1.67%	23,952 $2.25 Million
Q1 2018 May 07, 2018	BUY	N/A	496 Added 2.15%	23,558 $2 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-17,748 Reduced 43.49%	23,062 $2.16 Million
Q3 2017 Nov 14, 2017	BUY	N/A	40,810	40,810 $3.97 Million

282

11.9M

14.5K

29.4K

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

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.