Ridgecrest Wealth Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Ridgecrest Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 26, 2022	SELL	$54.36 - $59.32 $571,214 - $623,334	-10,508 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$59.32 - $60.73 $24,380 - $24,960	-411 Reduced 3.76%	10,508 $628,000
Q3 2021 Nov 03, 2021	BUY	$60.1 - $61.33 $8,053 - $8,218	134 Added 1.24%	10,919 $656,000
Q2 2021 Jul 21, 2021	BUY	$59.01 - $60.59 $35,406 - $36,354	600 Added 5.89%	10,785 $653,000
Q1 2021 May 19, 2021	BUY	$58.48 - $61.79 $595,618 - $629,331	10,185 New	10,185 $601,000

411

166M

21.4K

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.