Colonial River Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Colonial River Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$32.19 - $40.5 $306,416 - $385,519	9,519 Added 73.43%	22,483 $900,000
Q3 2023 Nov 03, 2023	SELL	$33.6 - $38.97 $22,747 - $26,382	-677 Reduced 4.96%	12,964 $441,000
Q2 2023 Aug 08, 2023	SELL	$35.21 - $37.75 $49,716 - $53,303	-1,412 Reduced 9.38%	13,641 $514,000
Q1 2023 May 04, 2023	SELL	$34.62 - $41.83 $588,020 - $710,482	-16,985 Reduced 53.02%	15,053 $562,000
Q4 2022 Feb 10, 2023	SELL	$33.77 - $39.47 $15,567 - $18,195	-461 Reduced 1.42%	32,038 $1.18 Million
Q3 2022 Nov 14, 2022	BUY	$35.63 - $45.74 $228,708 - $293,605	6,419 Added 24.61%	32,499 $1.17 Million
Q2 2022 Aug 15, 2022	BUY	$38.85 - $50.6 $297,163 - $387,039	7,649 Added 41.5%	26,080 $1.07 Million
Q1 2022 Apr 15, 2022	SELL	$43.98 - $51.33 $503,834 - $588,036	-11,456 Reduced 38.33%	18,431 $891,000
Q4 2021 Feb 15, 2022	BUY	$44.62 - $51.81 $1.33 Million - $1.55 Million	29,887 New	29,887 $1.55 Million
Q3 2021 Oct 25, 2021	SELL	$44.45 - $48.73 $1.23 Million - $1.35 Million	-27,771 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$40.12 - $45.73 $36,148 - $41,202	901 Added 3.35%	27,771 $1.23 Million
Q1 2021 May 17, 2021	BUY	$35.06 - $39.91 $91,506 - $104,165	2,610 Added 10.76%	26,870 $1.06 Million
Q4 2020 Feb 19, 2021	BUY	$33.98 - $37.77 $824,354 - $916,300	24,260 New	24,260 $926,000

823

141M

704K

4.5M

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