Heirloom Wealth Management Ishares Barclays Transaction History

Heirloom Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$91.32 - $97.13 $14.8 Million - $15.7 Million	-161,986 Reduced 96.79%	5,375 $492,000
Q2 2023 Aug 08, 2023	BUY	$96.39 - $100.48 $899,993 - $938,181	9,337 Added 5.91%	167,361 $16.2 Million
Q1 2023 Apr 27, 2023	BUY	$94.41 - $100.02 $3.34 Million - $3.53 Million	35,342 Added 28.81%	158,024 $15.7 Million
Q4 2022 Feb 01, 2023	BUY	$92.93 - $99.14 $11.4 Million - $12.2 Million	122,682 New	122,682 $11.8 Million

1,055

280M

13.2M

13.9M

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