Comprehensive Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Comprehensive Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$44.2 - $45.3 $163,628 - $167,700	3,702 Added 32.56%	15,073 $676,000
Q4 2023 Jan 12, 2024	SELL	$41.19 - $45.42 $113,025 - $124,632	-2,744 Reduced 19.44%	11,371 $514,000
Q3 2023 Jan 12, 2024	BUY	$42.38 - $44.35 $240,294 - $251,464	5,670 Added 67.14%	14,115 $598,000
Q2 2023 Jan 12, 2024	BUY	$43.61 - $44.97 $368,286 - $379,771	8,445 New	8,445 $373,000

215

29.2M

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