Colonial River Wealth Management, LLC Ishares Tr Transaction History

Colonial River Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$62.17 - $67.7 $199,690 - $217,452	3,212 New	3,212 $214,000
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $23,453 - $28,536	405 Added 9.59%	4,630 $272,000
Q1 2022 Apr 15, 2022	SELL	$63.26 - $75.48 $15,878 - $18,945	-251 Reduced 5.61%	4,225 $294,000
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $323,883 - $348,053	4,476 New	4,476 $334,000
Q3 2021 Oct 25, 2021	SELL	$72.98 - $78.2 $351,252 - $376,376	-4,813 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$73.11 - $77.88 $5,921 - $6,308	81 Added 1.71%	4,813 $360,000
Q1 2021 May 17, 2021	SELL	$68.58 - $73.12 $14,401 - $15,355	-210 Reduced 4.25%	4,732 $341,000
Q4 2020 Feb 19, 2021	BUY	$58.13 - $69.71 $287,278 - $344,506	4,942 New	4,942 $354,000

2,000

1.42B

164K

52.1K

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