Worth Pointe, LLC Ishares Barclays 1 3 Year Trea Transaction History

Worth Pointe, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$80.51 - $82.52 $462,207 - $473,747	-5,741 Reduced 52.87%	5,118 $420,000
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $33,610 - $33,993	-417 Reduced 3.7%	10,859 $881,000
Q3 2022 Nov 03, 2022	SELL	$81.04 - $83.06 $25,041 - $25,665	-309 Reduced 2.67%	11,276 $916,000
Q2 2022 Aug 08, 2022	BUY	$81.97 - $83.48 $32,378 - $32,974	395 Added 3.53%	11,585 $959,000
Q1 2022 May 04, 2022	BUY	$83.25 - $85.49 $931,567 - $956,633	11,190 New	11,190 $933,000

1,207

233M

466K

196K

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