Confluence Wealth Services, Inc. Ishares Tr Transaction History

Confluence Wealth Services, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$25.86 - $28.52 $1,861 - $2,053	72 Added 0.76%	9,551 $251,000
Q1 2023 May 11, 2023	BUY	$26.54 - $29.5 $7,670 - $8,525	289 Added 3.14%	9,479 $260,000
Q4 2022 Feb 10, 2023	SELL	$22.26 - $27.56 $119,024 - $147,363	-5,347 Reduced 36.78%	9,190 $249,000
Q3 2022 Nov 08, 2022	SELL	$22.53 - $28.47 $52,720 - $66,619	-2,340 Reduced 13.87%	14,537 $327,000
Q2 2022 Aug 15, 2022	BUY	$26.84 - $32.0 $198,884 - $237,120	7,410 Added 78.27%	16,877 $478,000
Q1 2022 Apr 26, 2022	BUY	$29.99 - $33.33 $163,535 - $181,748	5,453 Added 135.85%	9,467 $300,000
Q4 2021 Feb 10, 2022	BUY	$29.77 - $31.71 $119,496 - $127,283	4,014 New	4,014 $125,000

465

82.4M

24.7K

23.3K

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