Financial Advocates Investment Management First Tr Iii Calif Mun High In Transaction History

Financial Advocates Investment Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	BUY	$47.17 - $49.28 $16,273 - $17,001	345 Added 2.39%	14,754 $696,000
Q2 2023 Aug 07, 2023	SELL	$48.23 - $49.81 $103,260 - $106,643	-2,141 Reduced 12.94%	14,409 $705,000
Q1 2023 May 11, 2023	BUY	$48.34 - $49.9 $52,738 - $54,440	1,091 Added 7.06%	16,550 $814,000
Q4 2022 Feb 14, 2023	BUY	$46.25 - $48.99 $8,648 - $9,161	187 Added 1.22%	15,459 $748,000
Q3 2022 Nov 14, 2022	SELL	$46.82 - $49.83 $16,480 - $17,540	-352 Reduced 2.25%	15,272 $715,000
Q2 2022 Aug 12, 2022	SELL	$47.85 - $51.04 $19,570 - $20,875	-409 Reduced 2.55%	15,624 $756,000
Q1 2022 May 11, 2022	SELL	$50.89 - $54.72 $8,040 - $8,645	-158 Reduced 0.98%	16,033 $817,000
Q4 2021 Feb 14, 2022	BUY	$54.17 - $54.91 $258,715 - $262,250	4,776 Added 41.84%	16,191 $886,000
Q3 2021 Nov 04, 2021	BUY	$54.52 - $55.63 $12,539 - $12,794	230 Added 2.06%	11,415 $622,000
Q2 2021 Aug 03, 2021	BUY	$53.97 - $55.29 $10,955 - $11,223	203 Added 1.85%	11,185 $616,000
Q1 2021 May 10, 2021	BUY	$53.59 - $54.94 $89,120 - $91,365	1,663 Added 17.85%	10,982 $592,000
Q4 2020 Feb 12, 2021	BUY	$52.65 - $54.26 $50,280 - $51,818	955 Added 11.42%	9,319 $504,000
Q3 2020 Nov 04, 2020	BUY	$52.13 - $53.46 $49,471 - $50,733	949 Added 12.8%	8,364 $442,000
Q2 2020 Aug 14, 2020	BUY	$49.22 - $52.2 $364,966 - $387,063	7,415 New	7,415 $387,000

3.76M

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