Wedmont Private Capital Ishares Trust Ishares Pfd And Transaction History

Wedmont Private Capital

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$29.99 - $31.22 $5,248 - $5,463	175 Added 1.5%	11,820 $356,000
Q2 2023 Jul 17, 2023	SELL	$29.33 - $31.46 $201,761 - $216,413	-6,879 Reduced 37.14%	11,645 $360,000
Q1 2023 Apr 11, 2023	BUY	$29.86 - $33.81 $6,121 - $6,931	205 Added 1.12%	18,524 $578,000
Q4 2022 Jan 09, 2023	BUY	$29.96 - $32.28 $20,882 - $22,499	697 Added 3.96%	18,319 $0
Q3 2022 Oct 03, 2022	BUY	$31.4 - $35.35 $553,330 - $622,937	17,622 New	17,622 $558,000
Q1 2022 Apr 05, 2022	SELL	$34.86 - $39.14 $577,107 - $647,962	-16,555 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$38.29 - $39.43 $633,890 - $652,763	16,555 New	16,555 $643,000

1,087

185M

375K

1.29M

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