L.M. Kohn & Company First Tr ETF Viii Tcw Opportun Transaction History

L.M. Kohn & Company

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$42.72 - $44.24 $8,629 - $8,936	202 Added 1.17%	17,444 $765,000
Q1 2025 Apr 21, 2025	BUY	$42.4 - $44.11 $4,197 - $4,366	99 Added 0.58%	17,242 $755,000
Q4 2024 Jan 30, 2025	SELL	$42.84 - $45.38 $55,392 - $58,676	-1,293 Reduced 7.01%	17,143 $736,000
Q3 2024 Nov 14, 2024	BUY	$42.87 - $45.76 $136,069 - $145,242	3,174 Added 20.8%	18,436 $834,000
Q2 2024 Jul 30, 2024	BUY	$42.01 - $43.6 $55,285 - $57,377	1,316 Added 9.44%	15,262 $657,000

Q1 2024 Apr 25, 2024	BUY	$43.25 - $44.65 $603,164 - $622,688	13,946 New	13,946 $608,000

339

69.7M

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

Stay updated on L.M. Kohn & Company with notifications on news.