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

1,102

188M

167K

797K

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

Stay updated on Wedmont Private Capital with notifications on news.