Jackson, Grant Investment Advisers, Inc. Ishares Msci Usa Momentum Fact Transaction History

Jackson, Grant Investment Advisers, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 13, 2021	BUY	$167.02 - $183.38 $167 - $183	1 Added 1.61%	63 $11,000
Q2 2020 Aug 14, 2020	SELL	$101.08 - $131.0 $2,931 - $3,799	-29 Reduced 31.87%	62 $8,000
Q1 2020 May 12, 2020	BUY	$90.36 - $137.08 $903 - $1,370	10 Added 12.35%	91 $10,000
Q4 2019 Feb 05, 2020	SELL	$115.87 - $125.91 $273,221 - $296,895	-2,358 Reduced 96.68%	81 $10,000
Q3 2019 Nov 20, 2019	BUY	$115.63 - $123.04 $10,059 - $10,704	87 Added 3.7%	2,439 $291,000
Q2 2019 Aug 13, 2019	BUY	$111.41 - $120.45 $891 - $963	8 Added 0.34%	2,352 $279,000
Q1 2019 May 07, 2019	BUY	$96.81 - $112.18 $3,581 - $4,150	37 Added 1.6%	2,344 $263,000
Q4 2018 Jan 23, 2019	BUY	$92.8 - $119.62 $6,032 - $7,775	65 Added 2.9%	2,307 $231,000
Q3 2018 Nov 15, 2018	BUY	$109.27 - $119.0 $9,943 - $10,829	91 Added 4.23%	2,242 $267,000
Q2 2018 Aug 02, 2018	BUY	$102.58 - $114.35 $49,135 - $54,773	479 Added 28.65%	2,151 $236,000
Q1 2018 May 14, 2018	BUY	$101.94 - $113.56 $35,780 - $39,859	351 Added 26.57%	1,672 $177,000
Q4 2017 Feb 01, 2018	BUY	$96.07 - $104.31 $768 - $834	8 Added 0.61%	1,321 $136,000
Q3 2017 Nov 14, 2017	BUY	$93.76 - $95.68 $281 - $287	3 Added 0.23%	1,313 $126,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,310	1,310 $116,000

773

48.7M

266K

778K

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