Bernardo Wealth Planning LLC Ishares Barclays 20+ Year Trea Transaction History

Bernardo Wealth Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	SELL	$135.6 - $145.73 $687,085 - $738,413	-5,067 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$133.92 - $157.54 $30,667 - $36,076	229 Added 4.73%	5,067 $686,000
Q4 2020 Feb 01, 2021	BUY	$155.16 - $163.36 $750,664 - $790,335	4,838 New	4,838 $763,000
Q2 2020 Aug 03, 2020	SELL	$156.11 - $171.29 $1.07 Million - $1.17 Million	-6,854 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$136.74 - $171.29 $132,774 - $166,322	-971 Reduced 12.41%	6,854 $1.13 Million
Q4 2019 Feb 10, 2020	BUY	$134.91 - $145.99 $1.06 Million - $1.14 Million	7,825 New	7,825 $1.06 Million

1,354

479M

148M

145M

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