Wambolt & Associates, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History

Wambolt & Associates, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$43.91 - $47.55 $4,083 - $4,422	-93 Reduced 2.07%	4,398 $199,000
Q2 2023 Aug 02, 2023	BUY	$38.44 - $45.99 $172,634 - $206,541	4,491 New	4,491 $203,000
Q2 2022 Aug 01, 2022	SELL	$38.28 - $53.92 $170,920 - $240,752	-4,465 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$44.6 - $53.7 $8,251 - $9,934	185 Added 4.32%	4,465 $237,000
Q4 2021 Feb 08, 2022	SELL	$48.4 - $56.11 $6,485 - $7,518	-134 Reduced 3.04%	4,280 $226,000
Q3 2021 Oct 20, 2021	BUY	$46.8 - $52.52 $206,575 - $231,823	4,414 New	4,414 $218,000

582

56.3M

184K

88K

Get notified when there are updates to the investment portfolio of Wambolt & Associates, LLC, based on Form 13F filings with the SEC.

Stay updated on Wambolt & Associates, LLC with notifications on news.