Cardinal Strategic Wealth Guidance Ishares Msci Usa Momentum Fact Transaction History

Cardinal Strategic Wealth Guidance

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	SELL	$133.17 - $146.27 $87,359 - $95,953	-656 Reduced 4.6%	13,615 $1.89 Million
Q4 2022 Jan 18, 2023	BUY	$134.21 - $152.76 $1.91 Million - $2.17 Million	14,221 Added 28442.0%	14,271 $0
Q3 2022 Oct 20, 2022	SELL	$131.18 - $147.67 $45,650 - $51,389	-348 Reduced 87.44%	50 $7,000
Q2 2022 Jul 27, 2022	SELL	$130.25 - $170.4 $155,648 - $203,628	-1,195 Reduced 75.02%	398 $54,000
Q1 2022 Apr 26, 2022	SELL	$150.07 - $182.21 $499,432 - $606,394	-3,328 Reduced 67.63%	1,593 $268,000
Q4 2021 Jan 26, 2022	BUY	$173.56 - $193.75 $65,605 - $73,237	378 Added 8.32%	4,921 $895,000
Q3 2021 Nov 05, 2021	SELL	$167.02 - $183.38 $2.23 Million - $2.45 Million	-13,374 Reduced 74.64%	4,543 $798,000
Q2 2021 Jul 27, 2021	SELL	$159.69 - $175.61 $1.71 Million - $1.88 Million	-10,684 Reduced 37.36%	17,917 $3.11 Million
Q1 2021 Apr 29, 2021	BUY	$150.0 - $178.04 $4.29 Million - $5.09 Million	28,601 New	28,601 $4.6 Million

776

48.7M

266K

778K

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