Wealthquest Corp Ishares Tr Ishares Core Msci P Transaction History

Wealthquest Corp

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 11, 2020	SELL	$43.94 - $55.78 $1.88 Million - $2.38 Million	-42,700 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$55.17 - $59.7 $226,914 - $245,546	-4,113 Reduced 8.79%	42,700 $2.49 Million
Q3 2019 Oct 18, 2019	SELL	$55.53 - $56.79 $288,756 - $295,308	-5,200 Reduced 10.0%	46,813 $2.63 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-7,368 Reduced 12.41%	52,013 $2.9 Million
Q1 2019 Apr 18, 2019	BUY	N/A	2,729 Added 4.82%	59,381 $3.3 Million
Q4 2018 Jan 23, 2019	BUY	N/A	56,652 New	56,652 $2.87 Million

142

26M

Get notified when there are updates to the investment portfolio of Wealthquest Corp, based on Form 13F filings with the SEC.

Stay updated on Wealthquest Corp with notifications on news.