Walter & Keenan Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Walter & Keenan Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	BUY	$166.81 - $188.05 $238,538 - $268,911	1,430 New	1,430 $249,000
Q1 2021 Apr 30, 2021	SELL	$193.5 - $234.42 $503,100 - $609,492	-2,600 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$139.07 - $158.46 $38,244 - $43,576	-275 Reduced 9.57%	2,600 $389,000
Q2 2020 Jul 16, 2020	SELL	$104.62 - $153.09 $905,172 - $1.32 Million	-8,652 Reduced 75.06%	2,875 $412,000
Q1 2020 Apr 14, 2020	BUY	$99.9 - $169.53 $884,115 - $1.5 Million	8,850 Added 330.59%	11,527 $1.23 Million
Q1 2019 May 08, 2019	SELL	$132.25 - $158.24 $142,301 - $170,266	-1,076 Reduced 28.67%	2,677 $410,000
Q4 2018 Feb 01, 2019	BUY	$125.88 - $166.33 $33,987 - $44,909	270 Added 7.75%	3,753 $503,000
Q2 2018 Aug 09, 2018	BUY	$148.13 - $169.97 $245,007 - $281,130	1,654 Added 90.43%	3,483 $570,000
Q1 2018 May 04, 2018	BUY	$145.44 - $159.96 $41,450 - $45,588	285 Added 18.46%	1,829 $278,000
Q4 2017 Jan 23, 2018	BUY	$145.63 - $154.3 $224,852 - $238,239	1,544	1,544 $235,000

2,761

308M

232M

522M

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