Elk River Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History

Elk River Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$60.03 - $64.12 $235,557 - $251,606	-3,924 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$56.68 - $60.74 $166,809 - $178,757	2,943 Added 300.0%	3,924 $238,000
Q1 2021 Apr 27, 2021	SELL	$53.07 - $56.13 $13,638 - $14,425	-257 Reduced 20.76%	981 $220,000
Q4 2020 Feb 08, 2021	BUY	$46.96 - $54.2 $58,136 - $67,099	1,238 New	1,238 $268,000

180

5.62M

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.