Exencial Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Exencial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$81.05 - $81.66 $20,505 - $20,659	-253 Reduced 9.35%	2,452 $200,000
Q1 2024 May 10, 2024	BUY	$81.49 - $82.34 $220,430 - $222,729	2,705 New	2,705 $221,000
Q1 2022 May 12, 2022	SELL	$83.25 - $85.49 $309,190 - $317,509	-3,714 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$85.5 - $86.18 $317,547 - $320,072	3,714 New	3,714 $318,000
Q3 2021 Nov 04, 2021	SELL	$86.09 - $86.31 $272,819 - $273,516	-3,169 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$86.11 - $86.32 $430 - $431	-5 Reduced 0.16%	3,169 $273,000
Q1 2021 May 06, 2021	BUY	$86.21 - $86.4 $273,630 - $274,233	3,174 New	3,174 $274,000

1,207

233M

466K

196K

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