Colonial River Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Colonial River Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$96.32 - $100.79 $45,752 - $47,875	475 Added 19.2%	2,949 $293,000
Q4 2022 Feb 10, 2023	BUY	$93.63 - $99.69 $27,433 - $29,209	293 Added 13.43%	2,474 $239,000
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $30,763 - $33,562	-322 Reduced 12.86%	2,181 $210,000
Q2 2022 Aug 15, 2022	SELL	$99.01 - $106.84 $34,356 - $37,073	-347 Reduced 12.18%	2,503 $255,000
Q1 2022 Apr 15, 2022	SELL	$106.1 - $113.3 $76,816 - $82,029	-724 Reduced 20.26%	2,850 $305,000
Q4 2021 Feb 15, 2022	BUY	$113.45 - $115.33 $405,470 - $412,189	3,574 New	3,574 $408,000
Q3 2021 Oct 25, 2021	SELL	$114.77 - $116.58 $511,759 - $519,830	-4,459 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$113.78 - $115.33 $35,954 - $36,444	316 Added 7.63%	4,459 $514,000
Q1 2021 May 17, 2021	BUY	$113.42 - $118.04 $115,801 - $120,518	1,021 Added 32.7%	4,143 $472,000
Q4 2020 Feb 19, 2021	BUY	$117.06 - $118.42 $365,461 - $369,707	3,122 New	3,122 $364,000

1,921

1.01B

68.7K

175K

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