Transform Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Transform Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 20, 2021	SELL	$62.23 - $71.54 $128,753 - $148,016	-2,069 Closed	0 $0
Q3 2020 Oct 21, 2020	SELL	$59.39 - $68.32 $31,714 - $36,482	-534 Reduced 20.51%	2,069 $265,000
Q2 2020 Jul 22, 2020	BUY	$46.66 - $61.22 $121,455 - $159,355	2,603 New	2,603 $307,000
Q1 2020 Apr 30, 2020	SELL	$42.17 - $63.99 $111,539 - $169,253	-2,645 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$53.71 - $60.35 $142,062 - $159,625	2,645 New	2,645 $318,000

595

27.3M

800

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