Ridgecrest Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Ridgecrest Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$99.01 - $106.84 $283,762 - $306,203	-2,866 Reduced 55.07%	2,338 $238,000
Q1 2022 Apr 26, 2022	SELL	$106.1 - $113.3 $534,319 - $570,578	-5,036 Reduced 49.18%	5,204 $557,000
Q4 2021 Jan 19, 2022	BUY	$113.45 - $115.33 $1,588 - $1,614	14 Added 0.14%	10,240 $1.17 Million
Q3 2021 Nov 03, 2021	BUY	$114.77 - $116.58 $12,624 - $12,823	110 Added 1.09%	10,226 $1.17 Million
Q2 2021 Jul 21, 2021	BUY	$113.78 - $115.33 $121,517 - $123,172	1,068 Added 11.8%	10,116 $1.17 Million
Q1 2021 May 19, 2021	BUY	$113.42 - $118.04 $1.03 Million - $1.07 Million	9,048 New	9,048 $1.03 Million

1,968

1.07B

115K

548K

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