Transform Wealth, LLC Ishares S&P Small Cap 600 Grow Transaction History

Transform Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 Apr 12, 2019	SELL	$78.94 - $92.95 $804,240 - $946,974	-10,188 Closed	0 $0
Q4 2018 Jan 30, 2019	BUY	$75.74 - $99.46 $10,603 - $13,924	140 Added 1.39%	10,188 $1.64 Million
Q3 2018 Oct 25, 2018	BUY	$95.58 - $104.54 $59,164 - $64,710	619 Added 6.56%	10,048 $2.03 Million
Q2 2018 Aug 03, 2018	BUY	$85.01 - $98.03 $352,026 - $405,942	4,141 Added 78.31%	9,429 $1.78 Million
Q1 2018 May 03, 2018	BUY	$81.75 - $90.37 $2,289 - $2,530	28 Added 0.53%	5,288 $919,000
Q4 2017 Feb 08, 2018	SELL	$81.18 - $86.18 $4,951 - $5,256	-61 Reduced 1.15%	5,260 $895,000
Q3 2017 Oct 19, 2017	BUY	$79.86 - $82.25 $424,935 - $437,652	5,321	5,321 $875,000

798

27.3M

9.6K

5.7K

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