Pacific Wealth Management First Tr Morningstar Dividend Transaction History

Pacific Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	BUY	$33.36 - $35.96 $190,152 - $204,972	5,700 Added 5.1%	117,501 $3.93 Million
Q2 2023 Jul 17, 2023	SELL	$33.19 - $36.38 $59,542 - $65,265	-1,794 Reduced 1.58%	111,801 $3.8 Million
Q1 2023 Apr 10, 2023	BUY	$33.91 - $38.26 $221,262 - $249,646	6,525 Added 6.09%	113,595 $4.03 Million
Q4 2022 Mar 08, 2023	BUY	$33.07 - $38.07 $488,873 - $562,788	14,783 Added 16.02%	107,070 $3.91 Million
Q3 2022 Oct 12, 2022	SELL	$32.13 - $37.78 $4,787 - $5,629	-149 Reduced 0.16%	92,287 $2.97 Million
Q2 2022 Jul 25, 2022	BUY	$34.6 - $39.18 $3.2 Million - $3.62 Million	92,436 New	92,436 $3.26 Million

431

68.4M

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