Comprehensive Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Comprehensive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jan 12, 2024	SELL	$90.17 - $92.95 $604,770 - $623,415	-6,707 Closed	0 $0
Q1 2023 Jan 12, 2024	BUY	$89.76 - $93.28 $1,795 - $1,865	20 Added 0.3%	6,707 $614,000
Q4 2022 Jan 12, 2024	SELL	$87.8 - $92.1 $68,308 - $71,653	-778 Reduced 10.42%	6,687 $605,000
Q3 2022 Jan 12, 2024	SELL	$88.15 - $92.29 $200,188 - $209,590	-2,271 Reduced 23.33%	7,465 $670,000
Q2 2022 Jan 12, 2024	SELL	$90.1 - $94.09 $58,384 - $60,970	-648 Reduced 6.24%	9,736 $878,000
Q1 2022 Jan 12, 2024	BUY	$90.25 - $95.84 $937,156 - $995,202	10,384 New	10,384 $971,000

107

3.98M

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.