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

178

5.61M

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