First Purpose Wealth LLC Ishares Ibonds Dec 2023 Term C Transaction History

First Purpose Wealth LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$25.21 - $25.36 $76,184 - $76,637	-3,022 Reduced 25.66%	8,755 $222,000
Q2 2023 Jul 21, 2023	SELL	$25.13 - $25.29 $30,281 - $30,474	-1,205 Reduced 9.28%	11,777 $297,000
Q1 2023 May 03, 2023	BUY	$25.03 - $25.19 $62,925 - $63,327	2,514 Added 24.02%	12,982 $327,000
Q4 2022 Jan 26, 2023	BUY	$24.91 - $25.06 $260,757 - $262,328	10,468 New	10,468 $0

760K

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