Montag & Caldwell, LLC Ishares Tr Msci China A ETF (D Transaction History

Montag & Caldwell, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$28.86 - $33.39 $112,871 - $130,588	3,911 Added 49.43%	11,823 $344,000
Q4 2022 Feb 14, 2023	SELL	$29.52 - $32.82 $98,537 - $109,553	-3,338 Reduced 29.67%	7,912 $247,000
Q3 2022 Nov 14, 2022	BUY	N/A	4,967 Added 79.05%	11,250 $345,000
Q2 2022 Aug 09, 2022	BUY	N/A	6,283 New	6,283 $239,000

2.36M

3.9K

300

Get notified when there are updates to the investment portfolio of Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

Stay updated on Montag & Caldwell, LLC with notifications on news.