9258 Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

9258 Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $436,812 - $448,566	-5,247 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$85.5 - $86.18 $110,722 - $111,603	-1,295 Reduced 19.8%	5,247 $449,000
Q2 2021 Aug 13, 2021	BUY	$86.11 - $86.32 $6,974 - $6,991	81 Added 1.25%	6,542 $564,000
Q1 2021 May 11, 2021	BUY	$86.21 - $86.4 $10,862 - $10,886	126 Added 1.99%	6,461 $557,000
Q3 2020 Nov 13, 2020	BUY	$86.46 - $86.63 $149,835 - $150,129	1,733 Added 37.66%	6,335 $548,000

Q2 2020 Aug 13, 2020	BUY	$86.48 - $86.8 $109,829 - $110,236	1,270 Added 38.12%	4,602 $399,000
Q1 2020 May 05, 2020	BUY	$84.67 - $86.69 $282,120 - $288,851	3,332 New	3,332 $289,000

1,185

231M

581K

102K

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