Confluence Wealth Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Confluence Wealth Services, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $238,295 - $244,748	2,463 New	2,463 $241,000
Q2 2022 Aug 15, 2022	BUY	$99.01 - $106.84 $80,693 - $87,074	815 Added 36.4%	3,054 $313,000
Q1 2022 Apr 26, 2022	SELL	$106.1 - $113.3 $209,865 - $224,107	-1,978 Reduced 46.91%	2,239 $239,000
Q4 2021 Feb 10, 2022	BUY	$113.45 - $115.33 $478,418 - $486,346	4,217 New	4,217 $481,000

2,094

1.22B

128K

205K

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