Wealthquest Corp Wisdomtree Floating Rate Treas Transaction History

Wealthquest Corp

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	BUY	$50.21 - $50.49 $49,256 - $49,530	981 Added 13.02%	8,514 $427,000
Q3 2023 Nov 15, 2023	SELL	$50.28 - $50.51 $402 - $404	-8 Reduced 0.11%	7,533 $379,000
Q2 2023 Aug 14, 2023	BUY	$50.23 - $50.5 $20,594 - $20,705	410 Added 5.75%	7,541 $379,000
Q1 2023 May 04, 2023	BUY	$50.21 - $50.41 $62,260 - $62,508	1,240 Added 21.05%	7,131 $358,000
Q4 2022 Feb 10, 2023	BUY	$50.2 - $50.39 $295,728 - $296,847	5,891 New	5,891 $296,000

527

228M

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