Fortress Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Fortress Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$130.25 - $170.4 $516,962 - $676,317	-3,969 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$150.07 - $182.21 $35,866 - $43,548	-239 Reduced 5.68%	3,969 $668,000
Q4 2021 Feb 11, 2022	SELL	$173.56 - $193.75 $97,367 - $108,693	-561 Reduced 11.76%	4,208 $722,000
Q3 2021 Nov 04, 2021	SELL	$167.02 - $183.38 $84,679 - $92,973	-507 Reduced 9.61%	4,769 $837,000
Q2 2021 Aug 13, 2021	BUY	$159.69 - $175.61 $842,524 - $926,518	5,276 New	5,276 $915,000

774

48.7M

266K

778K

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

Stay updated on Fortress Wealth Group, LLC with notifications on news.