Waypoint Wealth Partners Inc. Ishares Core U.S. Aggregate Bo Transaction History

Waypoint Wealth Partners Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$93.85 - $98.43 $1.2 Million - $1.26 Million	-12,800 Reduced 65.31%	6,800 $639,000
Q1 2023 May 01, 2023	SELL	$96.32 - $100.79 $4,623 - $4,837	-48 Reduced 0.24%	19,600 $1.95 Million
Q4 2022 Feb 01, 2023	BUY	$93.63 - $99.69 $410,099 - $436,642	4,380 Added 28.69%	19,648 $1.91 Million
Q3 2022 Oct 26, 2022	SELL	$95.54 - $104.23 $3 Million - $3.28 Million	-31,445 Reduced 67.32%	15,268 $1.47 Million
Q2 2022 Aug 05, 2022	BUY	$99.01 - $106.84 $1.35 Million - $1.45 Million	13,595 Added 41.05%	46,713 $4.75 Million
Q1 2022 May 09, 2022	BUY	$106.1 - $113.3 $3.51 Million - $3.75 Million	33,118 New	33,118 $3.55 Million

1,968

1.07B

115K

548K

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