Archvest Wealth Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History

Archvest Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$52.25 - $55.68 $11,965 - $12,750	229 Added 5.67%	4,270 $237,000
Q4 2023 Jan 16, 2024	SELL	$47.73 - $53.4 $525 - $587	-11 Reduced 0.27%	4,041 $214,000
Q3 2023 Nov 07, 2023	BUY	$49.22 - $52.2 $199,439 - $211,514	4,052 New	4,052 $200,000
Q3 2022 Nov 09, 2022	SELL	$44.78 - $50.98 $6,672 - $7,596	-149 Reduced 2.59%	5,605 $251,000
Q4 2021 Feb 14, 2022	BUY	$55.21 - $57.77 $317,678 - $332,408	5,754 New	5,754 $328,000

370

15M

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.