Colonial River Wealth Management, LLC Industrial Sector Spdr Transaction History

Colonial River Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$96.44 - $114.13 $410,352 - $485,623	4,255 Added 55.8%	11,880 $1.35 Million
Q3 2023 Nov 03, 2023	SELL	$100.74 - $110.75 $19,543 - $21,485	-194 Reduced 2.48%	7,625 $773,000
Q2 2023 Aug 08, 2023	SELL	$96.85 - $107.32 $380,911 - $422,089	-3,933 Reduced 33.47%	7,819 $839,000
Q1 2023 May 04, 2023	SELL	$96.51 - $103.67 $484,480 - $520,423	-5,020 Reduced 29.93%	11,752 $1.19 Million
Q4 2022 Feb 10, 2023	SELL	$84.74 - $102.33 $10,168 - $12,279	-120 Reduced 0.71%	16,772 $1.65 Million
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $484,614 - $588,100	-5,850 Reduced 25.72%	16,892 $1.4 Million
Q2 2022 Aug 15, 2022	BUY	$85.56 - $102.18 $537,145 - $641,486	6,278 Added 38.13%	22,742 $1.99 Million
Q1 2022 Apr 15, 2022	BUY	$95.6 - $107.05 $607,633 - $680,409	6,356 Added 62.88%	16,464 $1.7 Million
Q4 2021 Feb 15, 2022	BUY	$98.64 - $107.12 $997,053 - $1.08 Million	10,108 New	10,108 $1.07 Million
Q3 2021 Oct 25, 2021	SELL	$97.84 - $105.53 $273,756 - $295,272	-2,798 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$98.78 - $105.53 $276,386 - $295,272	2,798 New	2,798 $286,000

1,438

131M

22.5M

32.6M

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.