Legacy Capital Wealth Partners, LLC Ishares Msci Global Min Vol Fa Transaction History

Legacy Capital Wealth Partners, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$93.0 - $101.11 $11.6 Million - $12.6 Million	-124,840 Reduced 98.05%	2,480 $248,000
Q3 2023 Oct 16, 2023	BUY	$95.42 - $100.13 $5.96 Million - $6.25 Million	62,443 Added 96.25%	127,320 $12.1 Million
Q2 2023 Jul 27, 2023	SELL	$96.17 - $100.07 $4.61 Million - $4.8 Million	-47,932 Reduced 42.49%	64,877 $6.36 Million
Q1 2023 May 10, 2023	SELL	$92.42 - $97.48 $183,638 - $193,692	-1,987 Reduced 1.73%	112,809 $10.9 Million
Q4 2022 Feb 09, 2023	BUY	$87.85 - $98.82 $128,524 - $144,573	1,463 Added 1.29%	114,796 $10.9 Million
Q3 2022 Nov 14, 2022	SELL	$88.56 - $100.05 $38,523 - $43,521	-435 Reduced 0.38%	113,333 $10 Million
Q2 2022 Aug 12, 2022	BUY	$90.98 - $107.0 $263,205 - $309,551	2,893 Added 2.61%	113,768 $10.8 Million
Q1 2022 May 16, 2022	SELL	$99.35 - $107.85 $2.84 Million - $3.08 Million	-28,566 Reduced 20.49%	110,875 $11.6 Million
Q4 2021 Feb 14, 2022	SELL	$102.29 - $108.28 $485 Million - $514 Million	-4,743,523 Reduced 97.14%	139,441 $14.9 Million
Q3 2021 Nov 15, 2021	BUY	$102.73 - $108.01 $501 Million - $527 Million	4,876,559 Added 76136.75%	4,882,964 $14.2 Million
Q2 2021 Aug 13, 2021	SELL	$99.22 - $104.02 $3.62 Million - $3.79 Million	-36,443 Reduced 85.05%	6,405 $659,000
Q1 2021 May 14, 2021	BUY	$93.7 - $99.63 $190,866 - $202,946	2,037 Added 4.99%	42,848 $4.23 Million
Q4 2020 Feb 16, 2021	BUY	$89.46 - $96.91 $3.65 Million - $3.95 Million	40,811 New	40,811 $3.96 Million

339

21.6M

2.5K

1.8K

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