Ep Wealth Advisors, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Ep Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 18, 2020	SELL	$49.59 - $53.19 $244,974 - $262,758	-4,940 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$52.17 - $52.55 $91,297 - $91,962	-1,750 Reduced 26.16%	4,940 $259,000
Q3 2019 Nov 18, 2019	SELL	$52.23 - $52.52 $65,966 - $66,332	-1,263 Reduced 15.88%	6,690 $351,000
Q2 2019 Aug 27, 2019	SELL	N/A	-2,657 Reduced 25.04%	7,953 $418,000
Q1 2019 May 20, 2019	SELL	N/A	-6,399 Reduced 37.62%	10,610 $549,000
Q4 2018 Feb 19, 2019	SELL	N/A	-9,144 Reduced 34.96%	17,009 $865,000
Q3 2018 Nov 15, 2018	BUY	N/A	26,153 New	26,153 $1.34 Million

121

7.04M

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