Colton Groome Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Colton Groome Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$173.58 - $198.8 $56,066 - $64,212	-323 Reduced 22.46%	1,115 $217,000
Q1 2024 Apr 18, 2024	BUY	$152.32 - $189.2 $219,036 - $272,069	1,438 New	1,438 $269,000
Q4 2022 Jan 25, 2023	BUY	$134.21 - $152.76 $2.87 Million - $3.27 Million	21,410 New	21,410 $0
Q1 2022 Apr 18, 2022	SELL	$150.07 - $182.21 $4.38 Million - $5.31 Million	-29,158 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$173.56 - $193.75 $5.59 Million - $6.24 Million	-32,229 Reduced 52.5%	29,158 $5.3 Million
Q3 2021 Oct 18, 2021	BUY	$167.02 - $183.38 $7.36 Million - $8.08 Million	44,057 Added 254.22%	61,387 $10.8 Million
Q2 2021 Jul 21, 2021	BUY	$159.69 - $175.61 $2.77 Million - $3.04 Million	17,330 New	17,330 $3.01 Million
Q1 2021 Apr 21, 2021	SELL	$150.0 - $178.04 $1.4 Million - $1.66 Million	-9,325 Closed	0 $0
Q4 2020 Jan 19, 2021	SELL	$141.23 - $162.85 $5.84 Million - $6.73 Million	-41,320 Reduced 81.59%	9,325 $1.5 Million
Q3 2020 Oct 23, 2020	BUY	$132.78 - $156.38 $4.34 Million - $5.11 Million	32,677 Added 181.86%	50,645 $7.47 Million
Q2 2020 Jul 14, 2020	SELL	$101.08 - $131.0 $945,199 - $1.22 Million	-9,351 Reduced 34.23%	17,968 $2.35 Million
Q1 2020 Apr 13, 2020	BUY	$90.36 - $137.08 $2.47 Million - $3.74 Million	27,319 New	27,319 $2.91 Million

773

48.7M

266K

778K

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