Capital Advisors Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Capital Advisors Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	BUY	$69.12 - $73.78 $1,105 - $1,180	16 Added 0.43%	3,742 $272,000
Q4 2022 Feb 09, 2023	SELL	$65.75 - $75.5 $7,429 - $8,531	-113 Reduced 2.94%	3,726 $268,000
Q2 2022 Aug 04, 2022	BUY	$66.73 - $79.1 $20,819 - $24,679	312 Added 8.85%	3,839 $270,000
Q1 2022 May 09, 2022	SELL	$71.88 - $80.4 $91,934 - $102,831	-1,279 Reduced 26.61%	3,527 $274,000
Q4 2021 Feb 04, 2022	BUY	$73.28 - $81.04 $352,183 - $389,478	4,806 New	4,806 $389,000

1,282

200M

10.6K

27K

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