Colonial River Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Colonial River Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$116.11 - $135.9 $5,805 - $6,795	-50 Reduced 1.77%	2,769 $341,000
Q3 2022 Nov 14, 2022	SELL	$125.09 - $155.93 $3,502 - $4,366	-28 Reduced 0.98%	2,819 $356,000
Q2 2022 Aug 15, 2022	BUY	$122.23 - $195.51 $115,262 - $184,365	943 Added 49.53%	2,847 $362,000
Q1 2022 Apr 15, 2022	SELL	$162.73 - $226.47 $40,194 - $55,938	-247 Reduced 11.48%	1,904 $358,000
Q4 2021 Feb 15, 2022	BUY	$219.19 - $250.48 $471,477 - $538,782	2,151 New	2,151 $486,000
Q2 2021 Aug 13, 2021	SELL	$210.08 - $246.6 $194,113 - $227,858	-924 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$206.49 - $243.18 $7,227 - $8,511	35 Added 3.94%	924 $202,000
Q4 2020 Feb 19, 2021	BUY	$186.35 - $219.82 $165,665 - $195,419	889 New	889 $212,000

547

16.3M

91.2K

79.6K

Get notified when there are updates to the investment portfolio of Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Colonial River Wealth Management, LLC with notifications on news.