Monterey Private Wealth, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Monterey Private Wealth, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 08, 2022	SELL	$106.1 - $113.3 $726,678 - $775,991	-6,849 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$113.45 - $115.33 $4,311 - $4,382	38 Added 0.56%	6,849 $781,000
Q3 2021 Oct 08, 2021	SELL	$114.77 - $116.58 $57,270 - $58,173	-499 Reduced 6.83%	6,811 $781,000
Q2 2021 Aug 30, 2021	SELL	$113.78 - $115.33 $105,587 - $107,026	-928 Reduced 11.26%	7,310 $843,000
Q1 2021 Apr 28, 2021	SELL	$113.42 - $118.04 $215,384 - $224,157	-1,899 Reduced 18.73%	8,238 $945,000
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $5,853 - $5,921	50 Added 0.5%	10,137 $1.2 Million
Q3 2020 Feb 24, 2021	BUY	$117.95 - $119.63 $1.19 Million - $1.21 Million	10,087 New	10,087 $1.19 Million

1,968

1.07B

115K

548K

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

Stay updated on Monterey Private Wealth, Inc. with notifications on news.