Comprehensive Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Comprehensive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$47.66 - $49.2 $19,874 - $20,516	-417 Reduced 1.59%	25,830 $1.27 Million
Q3 2023 Jan 12, 2024	SELL	$47.89 - $48.35 $68,578 - $69,237	-1,432 Reduced 5.17%	26,247 $1.26 Million
Q2 2023 Jan 12, 2024	SELL	$48.08 - $48.64 $143,711 - $145,384	-2,989 Reduced 9.75%	27,679 $1.33 Million
Q1 2023 Jan 12, 2024	BUY	$47.6 - $48.55 $512,890 - $523,126	10,775 Added 54.16%	30,668 $1.49 Million
Q4 2022 Jan 12, 2024	BUY	$46.96 - $48.14 $697,731 - $715,264	14,858 Added 295.09%	19,893 $952,000
Q3 2022 Jan 12, 2024	BUY	$47.28 - $49.07 $238,054 - $247,067	5,035 New	5,035 $239,000

245

25.3M

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