Baker Tilly Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Baker Tilly Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$134.21 - $152.76 $421,016 - $479,208	3,137 New	3,137 $0
Q4 2021 Feb 08, 2022	SELL	$173.56 - $193.75 $215,561 - $240,637	-1,242 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$167.02 - $183.38 $341,555 - $375,012	-2,045 Reduced 62.21%	1,242 $218,000
Q2 2021 Jul 30, 2021	BUY	$159.69 - $175.61 $136,055 - $149,619	852 Added 34.99%	3,287 $570,000
Q1 2021 Apr 28, 2021	BUY	$150.0 - $178.04 $365,250 - $433,527	2,435 New	2,435 $392,000

773

48.7M

266K

778K

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