9258 Wealth Management, LLC Nuveen Tax-Adv Div Growth Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	N/A	-23,879 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	46 Added 0.19%	23,879 $378,000
Q2 2021 Aug 13, 2021	BUY	N/A	47 Added 0.2%	23,833 $383,000
Q1 2021 May 11, 2021	SELL	N/A	-701 Reduced 2.86%	23,786 $359,000
Q4 2020 Feb 10, 2021	SELL	N/A	-1,674 Reduced 6.4%	24,487 $348,000
Q3 2020 Nov 13, 2020	SELL	N/A	-1,806 Reduced 6.46%	26,161 $311,000
Q2 2020 Aug 13, 2020	SELL	N/A	-250 Reduced 0.89%	27,967 $357,000
Q1 2020 May 05, 2020	BUY	N/A	59 Added 0.21%	28,217 $352,000
Q4 2019 Feb 06, 2020	BUY	N/A	79 Added 0.28%	28,158 $488,000
Q3 2019 Nov 07, 2019	BUY	N/A	39 Added 0.14%	28,079 $470,000
Q2 2019 Aug 07, 2019	SELL	N/A	-3,899 Reduced 12.21%	28,040 $466,000
Q4 2018 Feb 12, 2019	BUY	N/A	31,939 New	31,939 $428,000

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