Rkl Wealth Management LLC First Tr Fd Dow Jones Transaction History

Rkl Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$210.08 - $246.6 $677,087 - $794,791	-3,223 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$206.49 - $243.18 $240,973 - $283,791	-1,167 Reduced 26.58%	3,223 $703,000
Q3 2019 Oct 31, 2019	BUY	$133.68 - $151.35 $586,855 - $664,426	4,390 New	4,390 $591,000
Q2 2019 Aug 02, 2019	SELL	$132.96 - $149.21 $583,694 - $655,031	-4,390 Closed	0 $0
Q1 2019 Apr 26, 2019	SELL	$114.08 - $142.11 $2,281 - $2,842	-20 Reduced 0.45%	4,390 $610,000
Q3 2017 Nov 07, 2017	SELL	$99.66 - $102.36 $1,993 - $2,047	-20 Reduced 0.45%	4,410 $451,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,430	4,430 $420,000

540

16.7M

96.2K

26.7K

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Rkl Wealth Management LLC with notifications on news.