True Link Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

True Link Financial Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $57,421 - $59,212	-589 Reduced 11.81%	4,400 $430,000
Q1 2023 May 05, 2023	SELL	$96.32 - $100.79 $12,328 - $12,901	-128 Reduced 2.5%	4,989 $497,000
Q4 2022 Feb 09, 2023	BUY	$93.63 - $99.69 $11,984 - $12,760	128 Added 2.57%	5,117 $496,000
Q2 2022 Aug 04, 2022	SELL	$99.01 - $106.84 $42,178 - $45,513	-426 Reduced 7.87%	4,989 $507,000
Q1 2022 May 16, 2022	SELL	$106.1 - $113.3 $1.95 Million - $2.09 Million	-18,421 Reduced 77.28%	5,415 $580,000
Q4 2021 Feb 01, 2022	BUY	$113.45 - $115.33 $450,850 - $458,321	3,974 Added 20.01%	23,836 $2.72 Million
Q3 2021 Oct 29, 2021	BUY	$114.77 - $116.58 $1.75 Million - $1.78 Million	15,288 Added 334.24%	19,862 $2.28 Million
Q2 2021 Aug 19, 2021	SELL	$113.78 - $115.33 $155,195 - $157,310	-1,364 Reduced 22.97%	4,574 $528,000
Q1 2021 May 17, 2021	SELL	$113.42 - $118.04 $1.41 Million - $1.46 Million	-12,389 Reduced 67.6%	5,938 $676,000
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $2.15 Million - $2.17 Million	18,327 New	18,327 $2.17 Million

1,972

1.07B

115K

548K

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on True Link Financial Advisors, LLC with notifications on news.