Worth Asset Management, LLC First Trust Rising Dividend Ac Transaction History

Worth Asset Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$42.83 - $47.25 $21,243 - $23,436	-496 Reduced 56.05%	389 $18,000
Q1 2023 Apr 12, 2023	SELL	$42.66 - $48.92 $5,759 - $6,604	-135 Reduced 13.24%	885 $39,000
Q4 2022 Jan 12, 2023	BUY	$39.34 - $47.06 $36,979 - $44,236	940 Added 1175.0%	1,020 $0
Q3 2022 Oct 07, 2022	SELL	$38.88 - $46.42 $972 - $1,160	-25 Reduced 23.81%	80 $3,000
Q1 2022 May 13, 2022	BUY	$46.62 - $52.79 $4,895 - $5,542	105 New	105 $5,000

608

154M

100

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Worth Asset Management, LLC with notifications on news.