Ica Group Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Ica Group Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$42.98 - $43.99 $7,994 - $8,182	-186 Reduced 5.6%	3,138 $136,000
Q4 2023 Mar 07, 2024	SELL	$40.67 - $44.21 $64,258 - $69,851	-1,580 Reduced 32.22%	3,324 $146,000
Q3 2023 Nov 13, 2023	SELL	$41.45 - $43.41 $4,974 - $5,209	-120 Reduced 2.39%	4,904 $203,000
Q2 2023 Aug 11, 2023	SELL	$42.79 - $44.17 $15,661 - $16,166	-366 Reduced 6.79%	5,024 $216,000
Q1 2023 May 12, 2023	BUY	$42.44 - $44.52 $59,118 - $62,016	1,393 Added 34.85%	5,390 $235,000
Q4 2022 Feb 14, 2023	BUY	$41.0 - $43.97 $163,877 - $175,748	3,997 New	3,997 $170,000

164

20.4M

2.4K

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