Colonial River Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Colonial River Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$152.32 - $189.2 $484,682 - $602,034	3,182 New	3,182 $596,000
Q1 2022 Apr 15, 2022	SELL	$150.07 - $182.21 $19,959 - $24,233	-133 Reduced 7.48%	1,644 $277,000
Q4 2021 Feb 15, 2022	BUY	$173.56 - $193.75 $308,416 - $344,293	1,777 New	1,777 $323,000
Q3 2021 Oct 25, 2021	SELL	$167.02 - $183.38 $304,143 - $333,934	-1,821 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$150.0 - $178.04 $23,700 - $28,130	158 Added 9.5%	1,821 $293,000
Q4 2020 Feb 19, 2021	BUY	$141.23 - $162.85 $234,865 - $270,819	1,663 New	1,663 $292,000

755

52.1M

132K

886K

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