Bok Financial Private Wealth, Inc. Ishares Msci Usa Momentum Fact Transaction History

Bok Financial Private Wealth, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	BUY	$133.17 - $146.27 $7,457 - $8,191	56 New	56 $7,000
Q3 2022 Nov 07, 2022	SELL	$131.18 - $147.67 $114,782 - $129,211	-875 Reduced 34.92%	1,631 $214,000
Q3 2022 Nov 04, 2022	BUY	$131.18 - $147.67 $114,782 - $129,211	875 Added 53.65%	2,506 $299,000
Q1 2022 May 09, 2022	SELL	$150.07 - $182.21 $77,135 - $93,655	-514 Reduced 23.96%	1,631 $274,000
Q3 2021 Nov 15, 2021	SELL	$167.02 - $183.38 $60,294 - $66,200	-361 Reduced 14.41%	2,145 $376,000
Q3 2021 Nov 09, 2021	BUY	$167.02 - $183.38 $33,905 - $37,226	203 Added 8.81%	2,506 $299,000
Q2 2021 Aug 03, 2021	BUY	$159.69 - $175.61 $107,311 - $118,009	672 Added 41.2%	2,303 $399,000
Q1 2021 May 12, 2021	BUY	$150.0 - $178.04 $244,650 - $290,383	1,631 New	1,631 $262,000
Q3 2020 Nov 06, 2020	SELL	$132.78 - $156.38 $332,746 - $391,888	-2,506 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	$96.81 - $112.18 $164,577 - $190,706	-1,700 Reduced 40.42%	2,506 $281,000
Q4 2017 Feb 05, 2018	SELL	$96.07 - $104.31 $84,445 - $91,688	-879 Reduced 17.29%	4,206 $434,000
Q3 2017 Nov 06, 2017	BUY	$93.76 - $95.68 $476,769 - $486,532	5,085	5,085 $487,000

773

48.7M

266K

778K

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