Sea Crest Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

Sea Crest Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$54.49 - $67.75 $10,734 - $13,346	-197 Reduced 2.59%	7,401 $417,000
Q1 2022 May 16, 2022	SELL	$62.82 - $71.22 $2,135 - $2,421	-34 Reduced 0.45%	7,598 $511,000
Q4 2021 Feb 11, 2022	BUY	$66.65 - $72.78 $19,995 - $21,834	300 Added 4.09%	7,632 $543,000
Q3 2021 Nov 16, 2021	BUY	$64.6 - $69.96 $67,313 - $72,898	1,042 Added 16.57%	7,332 $488,000
Q2 2021 Aug 12, 2021	BUY	$63.61 - $67.29 $330,263 - $349,369	5,192 Added 472.86%	6,290 $422,000
Q1 2021 May 17, 2021	BUY	$57.59 - $63.79 $63,233 - $70,041	1,098 New	1,098 $276,000
Q2 2019 Jul 19, 2019	SELL	N/A	-224 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	N/A	224	224 $42,000

195

7.2M

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