Brandywine Oak Private Wealth LLC Ishares Msci Usa Value Factor Transaction History

Brandywine Oak Private Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$81.86 - $99.37 $3,028 - $3,676	-37 Reduced 1.14%	3,209 $262,000
Q2 2022 Jul 22, 2022	SELL	$88.4 - $105.81 $2,828 - $3,385	-32 Reduced 0.98%	3,246 $293,000
Q1 2022 May 02, 2022	BUY	$100.54 - $114.92 $89,078 - $101,819	886 Added 37.04%	3,278 $342,000
Q2 2021 Aug 09, 2021	BUY	$102.28 - $108.72 $7,057 - $7,501	69 Added 2.97%	2,392 $251,000
Q1 2021 May 06, 2021	BUY	$86.14 - $104.49 $200,103 - $242,730	2,323 New	2,323 $238,000
Q1 2019 May 09, 2019	SELL	$71.93 - $82.24 $1,366 - $1,562	-19 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$68.64 - $88.78 $1,304 - $1,686	19 New	19 $1,000

440

53.8M

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