Apcm Wealth Management For Individuals Ishares Msci Usa Quality Facto Transaction History

Apcm Wealth Management For Individuals

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	BUY	$127.66 - $147.99 $4,468 - $5,179	35 New	35 $5,000
Q3 2023 Oct 31, 2023	BUY	$130.77 - $139.97 $0 - $0	0 New	0 $0
Q2 2023 Jul 28, 2023	BUY	$121.98 - $134.87 $0 - $0	0 New	0 $0
Q1 2023 May 09, 2023	BUY	$113.23 - $126.2 $0 - $0	0 New	0 $0
Q2 2021 Jul 13, 2021	SELL	$123.09 - $133.01 $225,993 - $244,206	-1,836 Closed	0 $0
Q1 2021 Apr 13, 2021	SELL	$112.92 - $122.16 $22,471 - $24,309	-199 Reduced 9.78%	1,836 $224,000
Q4 2020 Jan 12, 2021	SELL	$100.86 - $116.21 $84,016 - $96,802	-833 Reduced 29.04%	2,035 $236,000
Q3 2020 Oct 06, 2020	SELL	$96.43 - $110.16 $4.74 Million - $5.41 Million	-49,103 Reduced 94.48%	2,868 $298,000
Q2 2020 Aug 14, 2020	BUY	$77.66 - $101.43 $608,233 - $794,399	7,832 Added 17.74%	51,971 $4.99 Million
Q1 2020 May 15, 2020	BUY	$69.28 - $105.06 $3.06 Million - $4.64 Million	44,139 New	44,139 $3.58 Million

1,448

227M

16.1K

9.2K

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