Transform Wealth, LLC Ishares Expanded Tech Software Transaction History

Transform Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$329.19 - $408.79 $61,229 - $76,034	-186 Reduced 9.04%	1,871 $758,000
Q3 2023 Oct 10, 2023	BUY	$334.35 - $367.01 $687,757 - $754,939	2,057 New	2,057 $701,000
Q1 2020 Apr 30, 2020	SELL	$185.88 - $266.67 $830,140 - $1.19 Million	-4,466 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$205.25 - $235.04 $63,011 - $72,157	-307 Reduced 6.43%	4,466 $1.04 Million
Q3 2019 Oct 24, 2019	SELL	$209.16 - $230.04 $748,165 - $822,853	-3,577 Reduced 42.84%	4,773 $1.01 Million
Q2 2019 Jul 30, 2019	BUY	$199.4 - $222.26 $1.66 Million - $1.86 Million	8,350 New	8,350 $1.82 Million

551

50.1M

1.14M

1.7M

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