Selective Wealth Management, Inc. Ishares Treasury Floating Rate Transaction History

Selective Wealth Management, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 27, 2021	SELL	$50.27 - $50.29 $10,003 - $10,007	-199 Reduced 9.1%	1,988 $100,000
Q4 2019 Jan 10, 2020	SELL	$50.2 - $50.29 $26,053 - $26,100	-519 Reduced 19.18%	2,187 $110,000
Q3 2019 Oct 29, 2019	SELL	$50.2 - $50.32 $826,241 - $828,216	-16,459 Reduced 85.88%	2,706 $136,000
Q2 2019 Jul 16, 2019	BUY	$50.25 - $50.38 $963,041 - $965,532	19,165 New	19,165 $964,000

419

85M

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