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	N/A	-6,849 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	N/A	38 Added 0.56%	6,849 $781,000
Q3 2021 Oct 08, 2021	SELL	N/A	-499 Reduced 6.83%	6,811 $781,000
Q2 2021 Aug 30, 2021	SELL	N/A	-928 Reduced 11.26%	7,310 $843,000
Q1 2021 Apr 28, 2021	SELL	N/A	-1,899 Reduced 18.73%	8,238 $945,000

Q4 2020 Feb 16, 2021	BUY	N/A	50 Added 0.5%	10,137 $1.2 Million
Q3 2020 Feb 24, 2021	BUY	N/A	10,087 New	10,087 $1.19 Million

1,872

952M

269K

32.9K

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