Colonial River Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Colonial River Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$46.13 - $52.38 $12,547 - $14,247	-272 Reduced 5.91%	4,334 $223,000
Q2 2024 Jul 19, 2024	SELL	$46.27 - $49.42 $19,942 - $21,300	-431 Reduced 8.56%	4,606 $216,000
Q1 2024 May 10, 2024	SELL	$44.91 - $49.64 $378,860 - $418,763	-8,436 Reduced 62.61%	5,037 $250,000
Q4 2023 Jan 23, 2024	SELL	$38.52 - $48.13 $399,529 - $499,204	-10,372 Reduced 43.5%	13,473 $639,000
Q3 2023 Nov 03, 2023	BUY	$40.67 - $44.93 $969,776 - $1.07 Million	23,845 New	23,845 $982,000

129

5.92M

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