Valeo Financial Advisors, LLC First Trust Capital Strength E Transaction History

Valeo Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$73.63 - $77.19 $93,510 - $98,031	-1,270 Reduced 27.9%	3,282 $241,000
Q2 2023 Jul 14, 2023	BUY	$71.23 - $75.08 $324,238 - $341,764	4,552 New	4,552 $341,000
Q3 2019 Oct 15, 2019	SELL	$54.67 - $57.95 $16,401 - $17,385	-300 Closed	0 $0
Q2 2019 Jul 10, 2019	BUY	$53.07 - $56.93 $15,921 - $17,079	300 New	300 $17,000
Q2 2018 Aug 14, 2018	SELL	$49.54 - $53.09 $2,774 - $2,973	-56 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	$49.21 - $54.95 $2,755 - $3,077	56 New	56 $3,000

526

58.4M

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