Cornerstone Wealth Management, LLC First Trust Small Cap Transaction History

Cornerstone Wealth Management, LLC

$1.73 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$44.09 - $55.35 $256,162 - $321,583	5,810 New	5,810 $316,000
Q3 2021 Nov 12, 2021	SELL	$47.75 - $51.52 $692,661 - $747,349	-14,506 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$49.99 - $53.68 $725,154 - $778,682	14,506 New	14,506 $739,000
Q2 2019 Aug 02, 2019	SELL	$32.09 - $36.87 $25,639 - $29,459	-799 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$31.17 - $37.05 $24,904 - $29,602	799 New	799 $257,000

Q4 2018 Feb 13, 2019	SELL	$29.75 - $38.38 $1.82 Million - $2.35 Million	-61,268 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$38.48 - $40.19 $983,702 - $1.03 Million	25,564 Added 71.6%	61,268 $1.72 Million
Q2 2018 Jul 20, 2018	BUY	$34.57 - $39.33 $1.23 Million - $1.4 Million	35,704 New	35,704 $928,000

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