Kellett Schaffner Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Kellett Schaffner Wealth Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$135.5 - $144.47 $27,100 - $28,894	-200 Reduced 8.12%	2,263 $326,000
Q1 2023 May 04, 2023	SELL	$133.17 - $146.27 $138,763 - $152,413	-1,042 Reduced 29.73%	2,463 $342,000
Q4 2022 Feb 02, 2023	SELL	$134.21 - $152.76 $13,689 - $15,581	-102 Reduced 2.83%	3,505 $511,000
Q3 2022 Nov 10, 2022	SELL	$131.18 - $147.67 $52,340 - $58,920	-399 Reduced 9.96%	3,607 $533,000
Q2 2022 Aug 08, 2022	SELL	$130.25 - $170.4 $154,346 - $201,924	-1,185 Reduced 22.83%	4,006 $546,000
Q1 2022 Apr 25, 2022	SELL	$150.07 - $182.21 $165,227 - $200,613	-1,101 Reduced 17.5%	5,191 $873,000
Q4 2021 Feb 10, 2022	BUY	$173.56 - $193.75 $1.09 Million - $1.22 Million	6,292 New	6,292 $1.14 Million

773

48.7M

266K

778K

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

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.