Essex Private Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Essex Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$99.01 - $106.84 $1.51 Million - $1.63 Million	-15,274 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$106.1 - $113.3 $81,697 - $87,241	770 Added 5.31%	15,274 $1.64 Million
Q4 2021 Feb 09, 2022	SELL	$113.45 - $115.33 $15,088 - $15,338	-133 Reduced 0.91%	14,504 $1.66 Million
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $13,428 - $13,639	117 Added 0.81%	14,637 $1.68 Million
Q1 2021 May 17, 2021	BUY	$113.42 - $118.04 $907 - $944	8 Added 0.06%	14,520 $1.65 Million
Q4 2020 Feb 12, 2021	SELL	$117.06 - $118.42 $245,357 - $248,208	-2,096 Reduced 12.62%	14,512 $1.72 Million
Q3 2020 Nov 10, 2020	BUY	$117.95 - $119.63 $943 - $957	8 Added 0.05%	16,608 $1.96 Million
Q4 2019 Feb 13, 2020	BUY	$111.81 - $113.82 $1.86 Million - $1.89 Million	16,600 New	16,600 $1.87 Million

1,968

1.07B

115K

548K

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