Heirloom Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Heirloom Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$112.76 - $116.14 $15.9 Million - $16.3 Million	-140,625 Reduced 96.78%	4,676 $529,000
Q2 2023 Aug 08, 2023	BUY	$115.23 - $119.04 $94,142 - $97,255	817 Added 0.57%	145,301 $16.7 Million
Q1 2023 Apr 27, 2023	BUY	$113.55 - $118.41 $4.76 Million - $4.96 Million	41,929 Added 40.88%	144,484 $17 Million
Q4 2022 Feb 01, 2023	BUY	$112.33 - $116.76 $11.5 Million - $12 Million	102,555 New	102,555 $11.8 Million

777

94.6M

174K

56.1K

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Heirloom Wealth Management with notifications on news.