Transform Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Transform Wealth, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	$79.56 - $90.13 $708,800 - $802,968	-8,909 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$52.32 - $81.58 $9,940 - $15,500	-190 Reduced 2.09%	8,909 $1.08 Million
Q4 2019 Jan 24, 2020	SELL	$68.8 - $76.63 $144,480 - $160,923	-2,100 Reduced 18.75%	9,099 $1.39 Million
Q3 2019 Oct 24, 2019	BUY	$70.16 - $72.24 $161,368 - $166,152	2,300 Added 25.85%	11,199 $1.58 Million
Q2 2019 Jul 30, 2019	BUY	N/A	1,601 Added 21.94%	8,899 $1.27 Million
Q1 2019 Apr 12, 2019	BUY	N/A	7,298 New	7,298 $990,000
Q4 2018 Jan 30, 2019	SELL	N/A	-3,318 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	3,318 New	3,318 $450,000

1,086

102M

59.7K

5.2K

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