New Edge Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

New Edge Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$23.85 - $23.98 $7,822 - $7,865	-328 Reduced 2.95%	10,792 $258,000
Q1 2024 May 06, 2024	SELL	$23.85 - $23.95 $60,698 - $60,952	-2,545 Reduced 18.62%	11,120 $266,000
Q4 2023 Jan 29, 2024	SELL	$23.75 - $23.91 $562,898 - $566,690	-23,701 Reduced 63.43%	13,665 $326,000
Q3 2023 Nov 08, 2023	BUY	$23.72 - $23.85 $334,950 - $336,785	14,121 Added 60.75%	37,366 $890,000
Q2 2023 Aug 09, 2023	BUY	$23.77 - $24.01 $552,533 - $558,112	23,245 New	23,245 $553,000

295

61.5M

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