Destination Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Destination Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$112.33 - $116.76 $405,960 - $421,970	3,614 New	3,614 $415,000
Q2 2020 Aug 14, 2020	SELL	$132.55 - $133.72 $1.51 Million - $1.52 Million	-11,367 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$125.97 - $133.34 $1.43 Million - $1.52 Million	11,367 New	11,367 $1.52 Million
Q3 2019 Nov 13, 2019	SELL	$125.52 - $127.0 $27,990 - $28,321	-223 Closed	0 $0
Q4 2018 Feb 05, 2019	SELL	N/A	-32 Reduced 12.55%	223 $27,000
Q3 2018 Nov 07, 2018	BUY	N/A	32 Added 14.35%	255 $30,000
Q1 2018 Apr 05, 2018	BUY	N/A	223 New	223 $27,000

728

85.7M

144K

1.79M

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

Stay updated on Destination Wealth Management with notifications on news.