Horst & Graben Wealth Management LLC Fidelity Covington Tr Msci Inf Transaction History

Horst & Graben Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$108.47 - $136.53 $240,803 - $303,096	-2,220 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$117.3 - $137.67 $139,469 - $163,689	-1,189 Reduced 34.88%	2,220 $301,000
Q3 2021 Nov 02, 2021	SELL	$117.35 - $126.82 $1.86 Million - $2.01 Million	-15,816 Reduced 82.27%	3,409 $404,000
Q2 2021 Jul 20, 2021	SELL	$103.96 - $118.18 $2.31 Million - $2.63 Million	-22,228 Reduced 53.62%	19,225 $2.27 Million
Q1 2021 Apr 20, 2021	BUY	$100.32 - $112.48 $740,863 - $830,664	7,385 Added 21.68%	41,453 $4.39 Million
Q4 2020 Jan 12, 2021	BUY	$88.11 - $104.93 $350,413 - $417,306	3,977 Added 13.22%	34,068 $3.56 Million
Q3 2020 Oct 13, 2020	BUY	$82.47 - $99.96 $502,242 - $608,756	6,090 Added 25.37%	30,091 $2.77 Million
Q2 2020 Jul 29, 2020	BUY	$59.66 - $82.42 $547,917 - $756,945	9,184 Added 61.98%	24,001 $1.97 Million
Q1 2020 Jul 29, 2020	BUY	$54.79 - $80.84 $811,823 - $1.2 Million	14,817 New	14,817 $929,000

471

14.9M

19.2K

6.1K

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

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.