Affinity Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Affinity Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$113.45 - $115.33 $754,329 - $766,829	-6,649 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$114.77 - $116.58 $45,678 - $46,398	-398 Reduced 5.65%	6,649 $764,000
Q2 2021 Aug 09, 2021	BUY	$113.78 - $115.33 $14,563 - $14,762	128 Added 1.85%	7,047 $818,000
Q1 2021 May 17, 2021	SELL	$113.42 - $118.04 $295,459 - $307,494	-2,605 Reduced 27.35%	6,919 $793,000
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $451,617 - $456,864	3,858 Added 68.09%	9,524 $1.12 Million
Q3 2020 Nov 16, 2020	BUY	$117.95 - $119.63 $668,304 - $677,823	5,666 New	5,666 $666,000
Q4 2018 May 09, 2019	SELL	N/A	-4,185 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	4,185	4,185 $459,000

1,968

1.07B

115K

548K

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