Ci Private Wealth, LLC Vanguard Bd Index Fd Inc Long Transaction History

Ci Private Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$67.85 - $72.06 $35,553 - $37,759	-524 Reduced 6.57%	7,448 $523,000
Q1 2024 May 09, 2024	BUY	$70.55 - $74.4 $71,608 - $75,516	1,015 Added 14.59%	7,972 $576,000
Q4 2023 Feb 09, 2024	SELL	$63.1 - $75.48 $207,851 - $248,631	-3,294 Reduced 32.13%	6,957 $518,000
Q3 2023 Nov 03, 2023	BUY	$66.98 - $75.19 $937 - $1,052	14 Added 0.14%	10,251 $687,000
Q2 2023 Aug 10, 2023	SELL	$72.8 - $77.78 $47,028 - $50,245	-646 Reduced 5.94%	10,237 $766,000
Q1 2023 May 15, 2023	SELL	$72.23 - $78.61 $23,835 - $25,941	-330 Reduced 2.94%	10,883 $834,000
Q4 2022 Feb 15, 2023	BUY	$66.85 - $78.06 $749,589 - $875,286	11,213 New	11,213 $812,000

385

42.8M

27.4K

158K

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