Twelve Points Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Twelve Points Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	BUY	$93.85 - $98.43 $211,350 - $221,664	2,252 New	2,252 $211,000
Q2 2022 Jul 18, 2022	SELL	$99.01 - $106.84 $16,435 - $17,735	-166 Reduced 4.09%	3,888 $395,000
Q1 2022 May 11, 2022	SELL	$106.1 - $113.3 $232,359 - $248,127	-2,190 Reduced 35.07%	4,054 $434,000
Q4 2021 Mar 18, 2022	BUY	$113.45 - $115.33 $708,381 - $720,120	6,244 New	6,244 $712,000

1,921

1.01B

68.7K

175K

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