Accurate Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Accurate Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$50.83 - $52.07 $339,493 - $347,775	-6,679 Reduced 52.43%	6,061 $312,000
Q4 2023 Jan 12, 2024	SELL	$47.27 - $52.23 $646,369 - $714,193	-13,674 Reduced 51.77%	12,740 $662,000
Q3 2023 Oct 23, 2023	BUY	$48.57 - $50.82 $373,260 - $390,551	7,685 Added 41.03%	26,414 $1.29 Million
Q2 2023 Jul 24, 2023	BUY	$50.09 - $51.62 $228,410 - $235,387	4,560 Added 32.18%	18,729 $947,000
Q1 2023 Apr 13, 2023	BUY	$49.38 - $52.0 $168,583 - $177,528	3,414 Added 31.74%	14,169 $726,000
Q4 2022 Jan 11, 2023	BUY	$47.0 - $50.83 $505,485 - $546,676	10,755 New	10,755 $0

664

223M

36.9K

400

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