Copperleaf Capital, LLC Ishares Msci Usa Size Factor E Transaction History

Copperleaf Capital, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 07, 2021	SELL	$109.42 - $121.99 $1.7 Million - $1.9 Million	-15,538 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$93.39 - $111.17 $656,811 - $781,858	7,033 Added 82.69%	15,538 $1.73 Million
Q3 2020 Nov 05, 2020	BUY	$87.14 - $98.64 $58,470 - $66,187	671 Added 8.57%	8,505 $797,000
Q2 2020 Jul 08, 2020	SELL	$67.45 - $95.16 $10,657 - $15,035	-158 Reduced 1.98%	7,834 $686,000
Q1 2020 May 05, 2020	BUY	$61.43 - $100.96 $490,948 - $806,872	7,992 New	7,992 $570,000

1.67M

1.2K

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

Stay updated on Copperleaf Capital, LLC with notifications on news.