Westbourne Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Westbourne Investment Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$97.49 - $100.53 $29,636 - $30,561	-304 Reduced 7.04%	4,017 $393,000
Q1 2023 Apr 24, 2023	SELL	$96.32 - $100.79 $57,599 - $60,272	-598 Reduced 12.16%	4,321 $431,000
Q4 2022 Feb 09, 2023	SELL	$93.63 - $99.69 $34,455 - $36,685	-368 Reduced 6.96%	4,919 $477,000
Q3 2022 Nov 02, 2022	SELL	$95.54 - $104.23 $2,388 - $2,605	-25 Reduced 0.47%	5,287 $509,000
Q2 2022 Aug 04, 2022	BUY	$99.01 - $106.84 $891 - $961	9 Added 0.17%	5,312 $540,000
Q1 2022 Jun 15, 2022	BUY	$106.1 - $113.3 $39,469 - $42,147	372 Added 7.54%	5,303 $568,000
Q4 2021 Jan 24, 2022	BUY	$113.45 - $115.33 $67,502 - $68,621	595 Added 13.72%	4,931 $563,000
Q3 2021 Oct 25, 2021	BUY	$114.77 - $116.58 $166,646 - $169,274	1,452 Added 50.35%	4,336 $498,000
Q2 2021 Aug 02, 2021	BUY	$113.78 - $115.33 $328,141 - $332,611	2,884 New	2,884 $333,000

1,968

1.07B

115K

548K

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