Walter & Keenan Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Walter & Keenan Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 30, 2021	SELL	$26.31 - $32.55 $328,875 - $406,874	-12,500 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$21.26 - $26.81 $210,474 - $265,419	-9,900 Reduced 44.2%	12,500 $333,000
Q2 2020 Jul 16, 2020	BUY	$16.54 - $23.54 $370,496 - $527,296	22,400 New	22,400 $474,000
Q1 2020 Apr 14, 2020	SELL	$15.92 - $28.87 $268,252 - $486,459	-16,850 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$26.28 - $28.79 $52,560 - $57,580	2,000 Added 13.47%	16,850 $483,000
Q3 2019 Oct 28, 2019	BUY	$26.76 - $27.89 $107,040 - $111,560	4,000 Added 36.87%	14,850 $406,000
Q2 2019 Aug 01, 2019	BUY	N/A	2,000 Added 22.6%	10,850 $294,000
Q1 2019 May 08, 2019	BUY	N/A	8,850 New	8,850 $244,000
Q4 2018 Feb 01, 2019	SELL	N/A	-7,000 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	N/A	-3,000 Reduced 30.0%	7,000 $208,000
Q1 2018 May 04, 2018	BUY	N/A	1,000 Added 11.11%	10,000 $274,000
Q4 2017 Jan 23, 2018	BUY	N/A	6,000 Added 200.0%	9,000 $261,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,000	3,000 $252,000

351

29.3M

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