Leicht Financial Planning & Wealth Management, Inc. Ishares 0 5 Year Investment Gr Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$49.8 - $52.12 $397,055 - $415,552	-7,973 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$45.15 - $51.71 $1.16 Million - $1.33 Million	-25,748 Reduced 76.36%	7,973 $399,000
Q4 2019 Jan 17, 2020	SELL	$50.91 - $51.22 $1.43 Million - $1.44 Million	-28,117 Reduced 45.47%	33,721 $1.72 Million
Q3 2019 Oct 17, 2019	SELL	$50.71 - $51.24 $2.11 Million - $2.14 Million	-41,676 Reduced 40.26%	61,838 $3.16 Million
Q2 2019 Aug 02, 2019	SELL	$50.23 - $50.97 $555,744 - $563,932	-11,064 Reduced 9.66%	103,514 $5.28 Million
Q1 2019 May 02, 2019	BUY	$49.47 - $50.51 $2.05 Million - $2.1 Million	41,534 Added 56.86%	114,578 $5.78 Million
Q4 2018 Jan 28, 2019	BUY	$49.2 - $49.57 $1.85 Million - $1.86 Million	37,508 Added 105.55%	73,044 $3.61 Million
Q3 2018 Oct 19, 2018	BUY	$49.51 - $49.81 $1.76 Million - $1.77 Million	35,536 New	35,536 $1.77 Million

Others Institutions Holding SLQD

# of Institutions

250

Shares Held

28.5M

Call Options Held

Put Options Held

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