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

Capital Advisors Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$80.6 - $81.52 $210,930 - $213,337	2,617 New	2,617 $212,000
Q4 2021 Feb 04, 2022	SELL	$85.5 - $86.18 $239,058 - $240,959	-2,796 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $482,190 - $483,422	-5,601 Reduced 66.7%	2,796 $241,000
Q2 2021 Aug 13, 2021	SELL	$86.11 - $86.32 $237,663 - $238,243	-2,760 Reduced 24.74%	8,397 $723,000
Q1 2021 Apr 20, 2021	BUY	$86.21 - $86.4 $961,844 - $963,964	11,157 New	11,157 $962,000

1,186

224M

311K

40.1K

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