Keebeck Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Keebeck Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$133.17 - $146.27 $1.24 Million - $1.36 Million	-9,306 Reduced 82.9%	1,919 $266,000
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $1.51 Million - $1.71 Million	11,225 New	11,225 $1.64 Million
Q3 2021 Nov 16, 2021	SELL	$167.02 - $183.38 $939,487 - $1.03 Million	-5,625 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$159.69 - $175.61 $357,226 - $392,839	2,237 Added 66.03%	5,625 $976,000
Q1 2021 May 13, 2021	BUY	$150.0 - $178.04 $508,200 - $603,199	3,388 New	3,388 $545,000
Q3 2020 Nov 02, 2020	SELL	$132.78 - $156.38 $15,535 - $18,296	-117 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$101.08 - $131.0 $11,826 - $15,327	117 New	117 $15,000

776

48.7M

266K

778K

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

Stay updated on Keebeck Wealth Management, LLC with notifications on news.