Westshore Wealth, LLC Ishares Tr Tips Bd ETF Transaction History

Westshore Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 05, 2023	BUY	$107.1 - $111.15 $107 - $111	1 Added 0.04%	2,635 $283,000
Q1 2023 May 12, 2023	SELL	$106.24 - $110.25 $2,337 - $2,425	-22 Reduced 0.83%	2,634 $290,000
Q4 2022 Feb 14, 2023	SELL	$105.24 - $110.18 $24,836 - $26,002	-236 Reduced 8.16%	2,656 $282,000
Q1 2022 May 10, 2022	BUY	$122.95 - $129.16 $2,704 - $2,841	22 Added 0.77%	2,892 $360,000
Q4 2021 Feb 17, 2022	SELL	$127.7 - $130.86 $27,710 - $28,396	-217 Reduced 7.03%	2,870 $371,000

Q3 2021 Nov 16, 2021	BUY	$127.3 - $130.61 $41,499 - $42,578	326 Added 11.81%	3,087 $394,000
Q2 2021 Aug 19, 2021	BUY	$125.2 - $128.01 $345,677 - $353,435	2,761 New	2,761 $353,000

1,132

118M

435K

167K

Get notified when there are updates to the investment portfolio of Westshore Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Westshore Wealth, LLC with notifications on news.