Elk River Wealth Management, LLC Fidelity Covington Tr Msci Com Transaction History

Elk River Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	SELL	$31.41 - $38.24 $43,157 - $52,541	-1,374 Reduced 18.15%	6,195 $226,000
Q4 2022 Jan 19, 2023	BUY	$29.89 - $33.78 $226,237 - $255,680	7,569 New	7,569 $0
Q1 2022 Apr 18, 2022	SELL	$41.75 - $51.76 $584,291 - $724,381	-13,995 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$49.0 - $54.95 $443,646 - $497,517	9,054 Added 183.24%	13,995 $719,000
Q1 2021 Apr 27, 2021	BUY	$44.53 - $51.28 $220,022 - $253,374	4,941 New	4,941 $244,000

151

13M

Get notified when there are updates to the investment portfolio of Elk River Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Elk River Wealth Management, LLC with notifications on news.