Sound View Wealth Advisors Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Sound View Wealth Advisors Group, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$138.94 - $147.4 $58,215 - $61,760	-419 Reduced 16.58%	2,108 $294,000
Q2 2023 Aug 08, 2023	SELL	$135.5 - $144.47 $128,725 - $137,246	-950 Reduced 27.32%	2,527 $364,000
Q1 2023 May 12, 2023	BUY	$133.17 - $146.27 $104,538 - $114,821	785 Added 29.16%	3,477 $483,000
Q3 2022 Nov 08, 2022	SELL	$131.18 - $147.67 $12,855 - $14,471	-98 Reduced 3.51%	2,692 $353,000
Q2 2022 Aug 05, 2022	SELL	$130.25 - $170.4 $35,428 - $46,348	-272 Reduced 8.88%	2,790 $380,000
Q1 2022 May 11, 2022	SELL	$150.07 - $182.21 $605,532 - $735,217	-4,035 Reduced 56.86%	3,062 $515,000
Q4 2021 Jan 20, 2022	BUY	$173.56 - $193.75 $3,818 - $4,262	22 Added 0.31%	7,097 $1.29 Million
Q3 2021 Oct 21, 2021	SELL	$167.02 - $183.38 $8,685 - $9,535	-52 Reduced 0.73%	7,075 $1.24 Million
Q2 2021 Jul 21, 2021	BUY	$159.69 - $175.61 $1.14 Million - $1.25 Million	7,127 New	7,127 $1.24 Million

773

48.7M

266K

778K

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