Capital Analysts, LLC Ishares Msci Usa Momentum Fact Transaction History

Capital Analysts, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$135.5 - $144.47 $73,712 - $78,591	544 Added 172.15%	860 $124,000
Q1 2023 May 05, 2023	SELL	$133.17 - $146.27 $296,969 - $326,182	-2,230 Reduced 87.59%	316 $44,000
Q4 2022 Feb 08, 2023	BUY	$134.21 - $152.76 $341,698 - $388,926	2,546 New	2,546 $372,000
Q2 2022 Aug 12, 2022	BUY	$130.25 - $170.4 $85,053 - $111,271	653 New	653 $89,000
Q1 2020 May 08, 2020	SELL	$90.36 - $137.08 $31,626 - $47,978	-350 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$115.63 - $123.04 $40,470 - $43,064	350 New	350 $41,000

773

48.7M

266K

778K

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