Northwest Wealth Management, LLC WISDOMTREE TR Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	N/A	-17,594 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	N/A	-3,637 Reduced 17.13%	17,594 $441,000
Q3 2021 Oct 20, 2021	SELL	N/A	-3,280 Reduced 13.38%	21,231 $533,000
Q2 2021 Aug 02, 2021	BUY	N/A	267 Added 1.1%	24,511 $615,000
Q1 2021 May 10, 2021	BUY	N/A	153 Added 0.64%	24,244 $609,000
Q4 2020 Jan 28, 2021	BUY	N/A	250 Added 1.05%	24,091 $605,000
Q3 2020 Oct 19, 2020	BUY	N/A	5,456 Added 29.68%	23,841 $599,000
Q2 2020 Jul 13, 2020	SELL	N/A	-3,466 Reduced 15.86%	18,385 $462,000
Q1 2020 Apr 29, 2020	SELL	N/A	-11,255 Reduced 34.0%	21,851 $549,000
Q4 2019 Jan 14, 2020	SELL	N/A	-21,557 Reduced 39.44%	33,106 $830,000
Q3 2019 Oct 28, 2019	BUY	N/A	705 Added 1.31%	54,663 $1.37 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-938 Reduced 1.71%	53,958 $1.35 Million
Q1 2019 Apr 12, 2019	BUY	N/A	13,214 Added 31.7%	54,896 $1.38 Million
Q4 2018 Jan 24, 2019	BUY	N/A	6,074 Added 17.06%	41,682 $1.05 Million
Q3 2018 Oct 11, 2018	BUY	N/A	14,244 Added 66.67%	35,608 $893,000
Q2 2018 Jul 10, 2018	BUY	N/A	17,241 Added 418.17%	21,364 $536,000
Q1 2018 Apr 13, 2018	BUY	N/A	4,123 New	4,123 $103,000

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