Theory Financial LLC Ishares Tr North Amern Nat Res Transaction History

Theory Financial LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$39.02 - $42.38 $111,128 - $120,698	2,848 Added 3.26%	90,308 $3.68 Million
Q3 2023 Nov 14, 2023	SELL	$37.81 - $43.27 $167,195 - $191,339	-4,422 Reduced 4.81%	87,460 $3.64 Million
Q2 2023 Aug 07, 2023	BUY	$36.42 - $41.09 $211,927 - $239,102	5,819 Added 6.76%	91,882 $3.57 Million
Q1 2023 May 12, 2023	BUY	$36.54 - $43.51 $89,267 - $106,294	2,443 Added 2.92%	86,063 $3.37 Million
Q4 2022 Feb 07, 2023	BUY	$36.55 - $43.66 $3.06 Million - $3.65 Million	83,620 New	83,620 $3.4 Million

147

6.9M

300

100

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