Three Bridge Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Three Bridge Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$93.85 - $98.43 $139,648 - $146,463	-1,488 Reduced 38.4%	2,387 $224,000
Q2 2023 Jul 28, 2023	BUY	$97.49 - $100.53 $2,437 - $2,513	25 Added 0.65%	3,875 $379,000
Q1 2023 May 11, 2023	SELL	$96.32 - $100.79 $35,349 - $36,989	-367 Reduced 8.7%	3,850 $383,000
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $169,002 - $179,940	1,805 Added 74.83%	4,217 $409,000
Q3 2022 Nov 10, 2022	BUY	$95.54 - $104.23 $8,598 - $9,380	90 Added 2.07%	4,435 $427,000
Q2 2022 Nov 10, 2022	BUY	$99.01 - $106.84 $430,198 - $464,219	4,345 New	4,345 $442,000
Q1 2022 Feb 14, 2023	SELL	$106.1 - $113.3 $214,640 - $229,205	-2,023 Reduced 45.61%	2,412 $258,000

1,968

1.07B

115K

548K

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