Blue Bell Private Wealth Management, LLC ETF Ser Solutions Loncar Cance Transaction History

Blue Bell Private Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$13.27 - $17.84 $9,262 - $12,452	-698 Reduced 49.12%	723 $12,000
Q4 2023 Jan 25, 2024	SELL	$9.24 - $13.83 $2,651 - $3,969	-287 Reduced 16.8%	1,421 $19,000
Q3 2023 Oct 30, 2023	BUY	$10.96 - $13.27 $10 - $13	1 Added 0.06%	1,708 $18,000
Q4 2022 Feb 03, 2023	SELL	$13.14 - $15.55 $2,628 - $3,110	-200 Reduced 10.49%	1,707 $23,000
Q4 2021 Jan 26, 2022	BUY	$23.8 - $30.56 $12,685 - $16,288	533 Added 38.79%	1,907 $45,000

Q3 2021 Nov 10, 2021	SELL	$27.45 - $32.5 $13,725 - $16,250	-500 Reduced 26.68%	1,374 $42,000
Q1 2021 Apr 23, 2021	BUY	$28.91 - $35.7 $12,720 - $15,708	440 Added 30.68%	1,874 $56,000
Q4 2020 Jan 21, 2021	SELL	$26.39 - $33.94 $10,819 - $13,915	-410 Reduced 22.23%	1,434 $50,000
Q2 2020 Jul 30, 2020	SELL	$18.87 - $27.54 $1,887 - $2,754	-100 Reduced 5.14%	1,844 $50,000
Q4 2019 Jan 22, 2020	SELL	$17.96 - $24.46 $1,796 - $2,446	-100 Reduced 4.89%	1,944 $46,000
Q1 2019 Apr 23, 2019	SELL	N/A	-16 Reduced 0.78%	2,044 $43,000
Q3 2018 Oct 25, 2018	BUY	N/A	410 Added 24.85%	2,060 $51,000
Q2 2018 Jul 25, 2018	BUY	N/A	250 Added 17.86%	1,650 $40,000
Q4 2017 Jan 31, 2018	BUY	N/A	390 Added 38.61%	1,400 $33,000
Q3 2017 Oct 24, 2017	BUY	N/A	1,010	1,010 $27,000

23K

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