Lifeworks Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Lifeworks Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$98.66 - $105.11 $25,059 - $26,697	-254 Reduced 11.5%	1,954 $200,000
Q1 2024 May 10, 2024	SELL	$102.54 - $108.16 $216,154 - $228,001	-2,108 Reduced 48.84%	2,208 $231,000
Q4 2023 Feb 12, 2024	SELL	$93.11 - $109.52 $140,502 - $165,265	-1,509 Reduced 25.91%	4,316 $467,000
Q3 2023 Nov 01, 2023	BUY	$98.33 - $111.05 $4,523 - $5,108	46 Added 0.8%	5,825 $573,000
Q2 2023 Aug 02, 2023	SELL	$108.81 - $116.4 $44,176 - $47,258	-406 Reduced 6.56%	5,779 $640,000
Q1 2023 May 15, 2023	BUY	$106.93 - $116.34 $661,362 - $719,562	6,185 New	6,185 $708,000

508

63M

29.2K

16.6K

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