Calton & Associates, Inc. Ishares S&P Smallcap 600 Value Transaction History

Calton & Associates, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 13, 2022	SELL	$99.12 - $110.76 $404,905 - $452,454	-4,085 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$96.17 - $106.29 $548,649 - $606,384	-5,705 Reduced 58.27%	4,085 $411,000
Q2 2021 Aug 11, 2021	BUY	$99.12 - $110.44 $970,384 - $1.08 Million	9,790 New	9,790 $1.03 Million
Q1 2021 May 03, 2021	SELL	$80.37 - $107.94 $4.65 Million - $6.24 Million	-57,832 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$62.11 - $81.5 $3.59 Million - $4.71 Million	57,832 New	57,832 $4.7 Million

850

40.9M

20K

11.6K

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

Stay updated on Calton & Associates, Inc. with notifications on news.