Transform Wealth, LLC Ishares U.S. Consumer Discreti Transaction History

Transform Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$63.1 - $76.8 $59,692 - $72,652	-946 Reduced 8.95%	9,620 $728,000
Q3 2023 Oct 10, 2023	BUY	$66.15 - $73.83 $698,940 - $780,087	10,566 New	10,566 $707,000
Q3 2018 Oct 25, 2018	SELL	N/A	-1,282 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	N/A	-4,259 Reduced 76.86%	1,282 $248,000
Q1 2018 May 03, 2018	SELL	N/A	-18,395 Reduced 76.85%	5,541 $1.01 Million
Q4 2017 Feb 08, 2018	BUY	N/A	1,850 Added 8.38%	23,936 $4.29 Million
Q3 2017 Oct 19, 2017	BUY	N/A	22,086	22,086 $3.62 Million

230

7.01M

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