Welch & Forbes LLC Ishares Msci Usa Momentum Fact Transaction History

Welch & Forbes LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$159.69 - $175.61 $940,414 - $1.03 Million	-5,889 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$150.0 - $178.04 $4,800 - $5,697	32 Added 0.55%	5,889 $947,000
Q4 2020 Jan 20, 2021	BUY	$141.23 - $162.85 $5,225 - $6,025	37 Added 0.64%	5,857 $945,000
Q2 2019 Jul 12, 2019	BUY	$111.41 - $120.45 $4,456 - $4,818	40 Added 0.69%	5,820 $690,000
Q2 2018 Jul 16, 2018	BUY	$102.58 - $114.35 $38,980 - $43,453	380 Added 7.04%	5,780 $634,000
Q3 2017 Nov 13, 2017	BUY	$93.76 - $95.68 $506,304 - $516,672	5,400	5,400 $517,000

774

48.7M

266K

778K

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

Stay updated on Welch & Forbes LLC with notifications on news.