Insight Wealth Strategies, LLC Ishares U.S. Fixed Income Bala Transaction History

Insight Wealth Strategies, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 12, 2021	SELL	$99.48 - $102.61 $329,278 - $339,639	-3,310 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$101.21 - $102.6 $5,667 - $5,745	-56 Reduced 1.66%	3,310 $340,000
Q3 2020 Oct 29, 2020	BUY	$101.09 - $102.67 $2,122 - $2,156	21 Added 0.63%	3,366 $342,000
Q2 2020 Jul 31, 2020	BUY	$96.79 - $101.79 $1,742 - $1,832	18 Added 0.54%	3,345 $339,000
Q1 2020 Apr 21, 2020	SELL	$90.89 - $102.94 $109,249 - $123,733	-1,202 Reduced 26.54%	3,327 $325,000
Q4 2019 Feb 21, 2020	BUY	$101.07 - $102.0 $245,802 - $248,064	2,432 Added 115.98%	4,529 $462,000
Q3 2019 Nov 06, 2019	BUY	$100.58 - $101.63 $210,916 - $213,118	2,097 New	2,097 $213,000

358K

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

Stay updated on Insight Wealth Strategies, LLC with notifications on news.