Colonial River Wealth Management, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History

Colonial River Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$22.98 - $23.66 $367,381 - $378,252	-15,987 Reduced 60.22%	10,561 $249,000
Q3 2023 Nov 03, 2023	SELL	$23.15 - $23.53 $228,120 - $231,864	-9,854 Reduced 27.07%	26,548 $615,000
Q2 2023 Aug 08, 2023	SELL	$23.5 - $24.18 $14,382 - $14,798	-612 Reduced 1.65%	36,402 $856,000
Q1 2023 May 04, 2023	BUY	$23.43 - $24.17 $312,720 - $322,596	13,347 Added 56.39%	37,014 $894,000
Q4 2022 Feb 10, 2023	SELL	$23.38 - $23.95 $80,450 - $82,411	-3,441 Reduced 12.69%	23,667 $556,000
Q3 2022 Nov 14, 2022	BUY	$23.38 - $25.35 $60,928 - $66,062	2,606 Added 10.64%	27,108 $634,000
Q2 2022 Aug 15, 2022	BUY	$24.7 - $25.82 $605,199 - $632,641	24,502 New	24,502 $608,000

105

69.2M

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