Valeo Financial Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Valeo Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 11, 2021	SELL	$34.56 - $43.66 $85,328 - $107,796	-2,469 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$31.23 - $36.34 $31 - $36	-1 Reduced 0.04%	2,469 $84,000
Q2 2020 Jul 20, 2020	SELL	$24.14 - $37.04 $58,442 - $89,673	-2,421 Reduced 49.5%	2,470 $80,000
Q1 2020 Apr 13, 2020	BUY	$22.51 - $42.68 $25,638 - $48,612	1,139 Added 30.36%	4,891 $144,000
Q4 2019 Jan 24, 2020	BUY	$37.75 - $42.41 $604 - $678	16 Added 0.43%	3,752 $158,000
Q3 2019 Oct 15, 2019	BUY	$39.14 - $40.36 $665 - $686	17 Added 0.46%	3,736 $147,000
Q2 2019 Jul 10, 2019	BUY	N/A	12 Added 0.32%	3,719 $149,000
Q1 2019 Apr 12, 2019	BUY	N/A	3,707 New	3,707 $146,000

155

7.42M

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