Walkner Condon Financial Advisors LLC Wisdomtree Tree Mortgage Plus Transaction History

Walkner Condon Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$42.64 - $44.05 $6,225 - $6,431	-146 Reduced 3.06%	4,625 $202,000
Q4 2024 Jan 29, 2025	BUY	$43.02 - $45.21 $903 - $949	21 Added 0.44%	4,771 $206,000
Q3 2024 Oct 31, 2024	SELL	$42.89 - $45.8 $22,517 - $24,045	-525 Reduced 9.95%	4,750 $214,000
Q2 2024 Jul 26, 2024	BUY	$42.16 - $43.53 $13,575 - $14,016	322 Added 6.5%	5,275 $227,000
Q1 2024 Apr 22, 2024	BUY	$42.95 - $44.16 $212,731 - $218,724	4,953 New	4,953 $214,000
Q4 2022 Jan 25, 2023	BUY	$42.32 - $44.58 $228,654 - $240,865	5,403 New	5,403 $0

1.2M

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