Bernzott Capital Advisors Ishares Iboxx $ Investment Gra Transaction History

Bernzott Capital Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$107.41 - $121.51 $292,155 - $330,507	-2,720 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$133.73 - $138.48 $363,745 - $376,665	2,720 New	2,720 $376,000
Q3 2020 Nov 12, 2020	SELL	$134.22 - $139.15 $230,858 - $239,338	-1,720 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$105.05 - $134.27 $25,212 - $32,224	-240 Reduced 12.24%	1,720 $212,000
Q1 2019 May 16, 2019	SELL	$113.15 - $119.15 $38,471 - $40,511	-340 Reduced 14.78%	1,960 $233,000
Q3 2017 Nov 13, 2017	BUY	$120.62 - $121.61 $277,426 - $279,703	2,300	2,300 $279,000

1,183

247M

39.5M

38.7M

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

Stay updated on Bernzott Capital Advisors with notifications on news.