Westbourne Investment Advisors, Inc. Ishares Trust Ishares 5 10 Yea Transaction History

Westbourne Investment Advisors, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 24, 2022	SELL	$58.91 - $60.23 $278,408 - $284,646	-4,726 Closed	0 $0
Q3 2021 Oct 25, 2021	SELL	$60.06 - $61.16 $24,024 - $24,464	-400 Reduced 7.8%	4,726 $284,000
Q1 2021 Apr 27, 2021	SELL	$58.97 - $61.74 $77,250 - $80,879	-1,310 Reduced 20.35%	5,126 $304,000
Q4 2020 Jan 22, 2021	SELL	$60.52 - $61.79 $42,364 - $43,253	-700 Reduced 9.81%	6,436 $398,000
Q3 2020 Nov 03, 2020	SELL	$60.3 - $61.57 $134,830 - $137,670	-2,236 Reduced 23.86%	7,136 $434,000
Q2 2020 Jul 14, 2020	SELL	$54.37 - $60.39 $75,030 - $83,338	-1,380 Reduced 12.83%	9,372 $566,000
Q1 2020 Apr 21, 2020	SELL	$50.43 - $60.2 $40,344 - $48,160	-800 Reduced 6.93%	10,752 $590,000
Q4 2019 Jan 23, 2020	SELL	$57.47 - $58.27 $139,996 - $141,945	-2,436 Reduced 17.41%	11,552 $670,000
Q3 2019 Oct 22, 2019	BUY	$56.54 - $58.42 $790,881 - $817,178	13,988 New	13,988 $810,000
Q2 2019 Jul 22, 2019	SELL	$54.67 - $56.95 $800,806 - $834,203	-14,648 Closed	0 $0
Q1 2019 Apr 15, 2019	BUY	$52.5 - $55.17 $769,020 - $808,130	14,648 New	14,648 $808,000
Q3 2018 Oct 18, 2018	SELL	$52.89 - $53.58 $416,508 - $421,942	-7,875 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$52.87 - $53.52 $10,574 - $10,704	-200 Reduced 2.48%	7,875 $837,000
Q1 2018 May 08, 2018	SELL	$53.35 - $54.55 $62,739 - $64,150	-1,176 Reduced 12.71%	8,075 $866,000
Q4 2017 Jan 31, 2018	SELL	$54.46 - $55.1 $15,956 - $16,144	-293 Reduced 3.07%	9,251 $1.01 Million
Q3 2017 Oct 23, 2017	BUY	$55.06 - $55.15 $525,492 - $526,351	9,544	9,544 $1.05 Million

640

216M

36.9K

400

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