One Charles Private Wealth Services, LLC Ishares Msci Usa Momentum Fact Transaction History

One Charles Private Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 29, 2021	SELL	$141.23 - $162.85 $19 Million - $21.9 Million	-134,255 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$132.78 - $156.38 $3.48 Million - $4.09 Million	26,184 Added 24.23%	134,255 $19.8 Million
Q2 2020 Aug 12, 2020	BUY	$101.08 - $131.0 $791,860 - $1.03 Million	7,834 Added 7.82%	108,071 $14.2 Million
Q1 2020 May 12, 2020	BUY	$90.36 - $137.08 $392,072 - $594,790	4,339 Added 4.52%	100,237 $10.7 Million
Q4 2019 Feb 11, 2020	BUY	$115.87 - $125.91 $11.1 Million - $12.1 Million	95,898 New	95,898 $12 Million

773

48.7M

266K

778K

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