Integrated Wealth Concepts LLC First Tr ETF Viii Low Duration Transaction History

Integrated Wealth Concepts LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 13, 2021	SELL	$20.2 - $20.53 $234,380 - $238,209	-11,603 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$20.3 - $20.56 $1,258 - $1,274	62 Added 0.54%	11,603 $237,000
Q3 2020 Nov 13, 2020	SELL	$20.29 - $20.51 $15,197 - $15,361	-749 Reduced 6.09%	11,541 $235,000
Q2 2020 Jul 30, 2020	BUY	$19.67 - $20.36 $747 - $773	38 Added 0.31%	12,290 $249,000
Q1 2020 May 18, 2020	BUY	$18.91 - $20.67 $42,850 - $46,838	2,266 Added 22.69%	12,252 $240,000
Q4 2019 Feb 20, 2020	BUY	$20.44 - $20.6 $204,113 - $205,711	9,986 New	9,986 $205,000

5.85M

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