Lee Financial Group Hawaii, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$43.6 - $47.89 $231,777 - $254,583	-5,316 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$47.38 - $51.33 $28,191 - $30,541	-595 Reduced 10.07%	5,316 $254,000
Q4 2021 Feb 08, 2022	SELL	$51.35 - $52.36 $133,407 - $136,031	-2,598 Reduced 30.53%	5,911 $305,000
Q3 2021 Nov 02, 2021	BUY	$51.92 - $53.01 $1,765 - $1,802	34 Added 0.4%	8,509 $442,000
Q2 2021 Aug 09, 2021	SELL	$51.34 - $52.27 $39,223 - $39,934	-764 Reduced 8.27%	8,475 $442,000
Q1 2021 May 10, 2021	SELL	$51.09 - $53.61 $249,574 - $261,884	-4,885 Reduced 34.59%	9,239 $473,000
Q4 2020 Feb 03, 2021	SELL	$53.28 - $53.95 $13.8 Million - $14 Million	-259,323 Reduced 94.83%	14,124 $758,000
Q3 2020 Oct 27, 2020	BUY	$53.76 - $54.71 $133,056 - $135,407	2,475 Added 0.91%	273,447 $14.7 Million
Q2 2020 Jul 23, 2020	BUY	$51.53 - $53.82 $252,033 - $263,233	4,891 Added 1.84%	270,972 $14.6 Million
Q1 2020 May 04, 2020	BUY	$47.17 - $54.55 $114,151 - $132,011	2,420 Added 0.92%	266,081 $13.7 Million
Q4 2019 Jan 30, 2020	BUY	$51.78 - $52.68 $66,899 - $68,062	1,292 Added 0.49%	263,661 $13.8 Million
Q3 2019 Oct 29, 2019	BUY	$51.74 - $52.41 $3.44 Million - $3.48 Million	66,481 Added 33.94%	262,369 $13.7 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-80,605 Reduced 29.15%	195,888 $10 Million
Q1 2019 May 01, 2019	BUY	N/A	112,636 Added 68.74%	276,493 $13.8 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-1,626 Reduced 0.98%	163,857 $7.9 Million
Q3 2018 Oct 23, 2018	BUY	N/A	5,100 Added 3.18%	165,483 $8 Million
Q2 2018 Jul 31, 2018	BUY	N/A	3,340 Added 2.13%	160,383 $7.77 Million
Q1 2018 Apr 25, 2018	BUY	N/A	157,043 New	157,043 $7.74 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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