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

Signature Wealth Management Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$96.75 - $99.37 $64,629 - $66,379	-668 Reduced 23.94%	2,122 $207,000
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $641 - $697	7 Added 0.25%	2,790 $276,000
Q3 2023 Oct 23, 2023	BUY	$93.85 - $98.43 $27,873 - $29,233	297 Added 11.95%	2,783 $261,000
Q2 2023 Jul 24, 2023	BUY	$97.49 - $100.53 $242,360 - $249,917	2,486 New	2,486 $243,000
Q1 2021 May 14, 2021	SELL	$113.42 - $118.04 $374,512 - $389,768	-3,302 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $386,532 - $391,022	3,302 New	3,302 $390,000

1,920

1.01B

68.7K

175K

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