Kellett Schaffner Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Kellett Schaffner Wealth Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$189.48 - $210.3 $17,242 - $19,137	91 Added 3.29%	2,861 $601,000
Q3 2023 Nov 06, 2023	BUY	$174.36 - $198.71 $482,977 - $550,426	2,770 New	2,770 $489,000
Q2 2022 Aug 08, 2022	SELL	$163.9 - $207.91 $170,128 - $215,810	-1,038 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$191.52 - $225.32 $564,984 - $664,694	-2,950 Reduced 73.97%	1,038 $213,000
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $845,934 - $967,329	3,988 New	3,988 $887,000

2,661

307M

232M

524M

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