Castle Rock Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Castle Rock Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$66.67 - $84.55 $31,068 - $39,400	466 Added 5.97%	8,272 $689,000
Q3 2023 Oct 10, 2023	BUY	$71.19 - $81.84 $6,763 - $7,774	95 Added 1.23%	7,806 $564,000
Q2 2023 Jul 10, 2023	BUY	$71.23 - $78.02 $26,283 - $28,789	369 Added 5.03%	7,711 $595,000
Q1 2023 May 11, 2023	SELL	$72.3 - $86.64 $52,128 - $62,467	-721 Reduced 8.94%	7,342 $559,000
Q4 2022 Jan 30, 2023	BUY	$68.86 - $79.8 $555,218 - $643,427	8,063 New	8,063 $598,000

591

31.3M

800

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

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.