Worth Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Worth Asset Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$80.62 - $82.04 $9.77 Million - $9.94 Million	121,204 New	121,204 $9.94 Million
Q3 2022 Oct 07, 2022	SELL	$81.04 - $83.06 $7.08 Million - $7.26 Million	-87,393 Reduced 98.68%	1,165 $95,000
Q2 2022 Jul 08, 2022	BUY	$81.97 - $83.48 $194,104 - $197,680	2,368 Added 2.75%	88,558 $7.33 Million
Q1 2022 May 13, 2022	BUY	$83.25 - $85.49 $7.18 Million - $7.37 Million	86,190 New	86,190 $7.17 Million

1,212

233M

466K

196K

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