Monterey Private Wealth, Inc. ETF Ser Solutions Lha Mkt St T Transaction History

Monterey Private Wealth, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$24.51 - $30.57 $754,589 - $941,158	-30,787 Closed	0 $0
Q1 2022 Apr 08, 2022	SELL	$28.22 - $32.45 $211,593 - $243,310	-7,498 Reduced 19.58%	30,787 $944,000
Q4 2021 Jan 18, 2022	BUY	$30.18 - $32.76 $24,626 - $26,732	816 Added 2.18%	38,285 $1.23 Million
Q3 2021 Oct 08, 2021	BUY	$30.21 - $32.22 $828,116 - $883,214	27,412 Added 272.57%	37,469 $1.14 Million
Q2 2021 Aug 30, 2021	SELL	$29.07 - $30.67 $27,878 - $29,412	-959 Reduced 8.71%	10,057 $308,000

Q1 2021 Apr 28, 2021	BUY	$26.82 - $28.85 $295,449 - $317,811	11,016 New	11,016 $334,000

2.81M

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