One Ascent Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

One Ascent Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$96.75 - $99.37 $31,153 - $31,997	322 Added 5.81%	5,864 $574,000
Q4 2023 Jan 11, 2024	BUY	$91.67 - $99.66 $508,035 - $552,315	5,542 New	5,542 $550,000
Q2 2022 Aug 08, 2022	SELL	$99.01 - $106.84 $347,426 - $374,901	-3,509 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$106.1 - $113.3 $372,304 - $397,569	3,509 New	3,509 $376,000

1,968

1.07B

115K

548K

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