Exencial Wealth Advisors, LLC Ishares Tr Transaction History

Exencial Wealth Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$73.28 - $92.46 $203,498 - $256,761	2,777 New	2,777 $253,000
Q3 2022 Nov 08, 2022	SELL	N/A	-2 Reduced 0.03%	7,080 $576,000
Q1 2022 May 12, 2022	BUY	N/A	64 Added 0.91%	7,082 $766,000
Q4 2021 Feb 10, 2022	BUY	N/A	7,018 New	7,018 $815,000
Q3 2021 Nov 04, 2021	SELL	N/A	-13,248 Closed	0 $0

Q2 2021 Aug 16, 2021	BUY	N/A	6,250 Added 89.31%	13,248 $1.35 Million
Q4 2020 Feb 11, 2021	SELL	N/A	-326 Reduced 4.45%	6,998 $599,000
Q3 2020 Nov 13, 2020	BUY	N/A	124 Added 1.72%	7,324 $585,000
Q2 2020 Aug 17, 2020	BUY	N/A	7,200 New	7,200 $567,000

550

51.2M

7.14M

6.54M

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