Sheets Smith Wealth Management Ishares Tr Convertible Bond Et Transaction History

Sheets Smith Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$73.71 - $78.59 $5,012 - $5,344	68 New	68 $5,000
Q1 2023 May 26, 2023	BUY	$69.32 - $75.11 $756,905 - $820,126	10,919 Added 14957.53%	10,992 $798,000
Q1 2023 May 12, 2023	SELL	$69.32 - $75.11 $825,115 - $894,034	-11,903 Reduced 99.39%	73 $5,000
Q4 2022 Mar 08, 2023	BUY	$68.53 - $72.07 $6,647 - $6,990	97 Added 0.82%	11,976 $831,000
Q2 2022 Jul 27, 2022	BUY	$68.08 - $84.61 $808,722 - $1.01 Million	11,879 New	11,879 $824,000

326

16.3M

1.3K

200

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