Transform Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History

Transform Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 Apr 12, 2019	SELL	N/A	-3,226 Closed	0 $0
Q4 2018 Jan 30, 2019	SELL	N/A	-18 Reduced 0.55%	3,226 $425,000
Q3 2018 Oct 25, 2018	BUY	N/A	172 Added 5.6%	3,244 $542,000
Q2 2018 Aug 03, 2018	BUY	N/A	75 Added 2.5%	3,072 $502,000
Q1 2018 May 03, 2018	SELL	N/A	-209 Reduced 6.52%	2,997 $452,000
Q4 2017 Feb 08, 2018	SELL	N/A	-262 Reduced 7.55%	3,206 $492,000
Q3 2017 Oct 19, 2017	BUY	N/A	3,468	3,468 $514,000

881

42.3M

20K

11.6K

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