Ridgecrest Wealth Partners, LLC Ishares Short Term National Mu Transaction History

Ridgecrest Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$103.31 - $104.87 $293,916 - $298,355	-2,845 Reduced 57.22%	2,127 $223,000
Q1 2022 Apr 26, 2022	SELL	$104.46 - $107.34 $3.57 Million - $3.67 Million	-34,210 Reduced 87.31%	4,972 $520,000
Q4 2021 Jan 19, 2022	BUY	$107.24 - $107.56 $763,012 - $765,289	7,115 Added 22.19%	39,182 $4.21 Million
Q3 2021 Nov 03, 2021	BUY	$107.57 - $108.06 $1.36 Million - $1.37 Million	12,674 Added 65.35%	32,067 $3.45 Million
Q2 2021 Jul 21, 2021	BUY	$107.66 - $108.01 $2.09 Million - $2.09 Million	19,393 New	19,393 $2.09 Million

812

68.4M

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

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.