Collaborative Wealth Managment Inc. Ishares Tr Tips Bd ETF Transaction History

Collaborative Wealth Managment Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$102.12 - $107.97 $43,298 - $45,779	-424 Reduced 18.06%	1,924 $206,000
Q3 2023 Nov 09, 2023	SELL	$103.4 - $107.7 $15,820 - $16,478	-153 Reduced 6.12%	2,348 $243,000
Q2 2023 Aug 07, 2023	SELL	$107.1 - $111.15 $321 - $333	-3 Reduced 0.12%	2,501 $269,000
Q1 2023 May 08, 2023	SELL	$106.24 - $110.25 $110,489 - $114,660	-1,040 Reduced 29.35%	2,504 $276,000
Q4 2022 Feb 10, 2023	SELL	$105.24 - $110.18 $19,574 - $20,493	-186 Reduced 4.99%	3,544 $377,000

Q3 2022 Nov 14, 2022	SELL	$107.54 - $118.23 $24,841 - $27,311	-231 Reduced 5.83%	3,730 $391,000
Q2 2022 Aug 15, 2022	SELL	$113.44 - $123.09 $32,443 - $35,203	-286 Reduced 6.73%	3,961 $451,000
Q4 2021 Feb 11, 2022	SELL	$127.7 - $130.86 $5,874 - $6,019	-46 Reduced 1.07%	4,247 $549,000
Q1 2021 May 12, 2022	BUY	$124.29 - $128.12 $533,576 - $550,019	4,293 New	4,293 $535,000

1,134

118M

435K

167K

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