Transform Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Transform Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 20, 2021	SELL	$129.85 - $134.36 $206,071 - $213,229	-1,587 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$128.44 - $137.43 $3,853 - $4,122	30 Added 1.93%	1,587 $206,000
Q4 2020 Jan 20, 2021	SELL	$133.73 - $138.48 $1,604 - $1,661	-12 Reduced 0.76%	1,557 $215,000
Q3 2020 Oct 21, 2020	SELL	$134.22 - $139.15 $224,550 - $232,797	-1,673 Reduced 51.6%	1,569 $211,000
Q2 2020 Jul 22, 2020	BUY	$121.1 - $134.5 $73,023 - $81,103	603 Added 22.85%	3,242 $436,000
Q1 2020 Apr 30, 2020	BUY	$105.05 - $134.27 $277,226 - $354,338	2,639 New	2,639 $326,000

1,185

247M

39.5M

38.7M

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