Encompass Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Encompass Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 28, 2022	SELL	$45.93 - $47.9 $4,593 - $4,790	-100 Reduced 2.12%	4,615 $213,000
Q2 2022 Aug 03, 2022	BUY	$46.78 - $48.31 $220,567 - $227,781	4,715 New	4,715 $223,000
Q4 2021 Jan 20, 2022	SELL	$50.4 - $51.06 $204,372 - $207,048	-4,055 Closed	0 $0
Q2 2021 Aug 03, 2021	SELL	$51.18 - $51.42 $3,070 - $3,085	-60 Reduced 1.46%	4,055 $207,000
Q1 2021 May 25, 2021	BUY	$51.2 - $51.67 $210,688 - $212,622	4,115 New	4,115 $211,000
Q4 2020 Mar 09, 2021	SELL	$51.33 - $51.65 $211,222 - $212,539	-4,115 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$51.33 - $51.65 $211,222 - $212,539	4,115 New	4,115 $212,000

386

58.3M

100

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