Insight Wealth Strategies, LLC Ishares U.S. Fixed Income Bala Transaction History

Insight Wealth Strategies, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 12, 2021	SELL	$99.48 - $102.61 $329,278 - $339,639	-3,310 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$101.21 - $102.6 $5,667 - $5,745	-56 Reduced 1.66%	3,310 $340,000
Q3 2020 Oct 29, 2020	BUY	$101.09 - $102.67 $2,122 - $2,156	21 Added 0.63%	3,366 $342,000
Q2 2020 Jul 31, 2020	BUY	$96.79 - $101.79 $1,742 - $1,832	18 Added 0.54%	3,345 $339,000
Q1 2020 Apr 21, 2020	SELL	$90.89 - $102.94 $109,249 - $123,733	-1,202 Reduced 26.54%	3,327 $325,000

Q4 2019 Feb 21, 2020	BUY	$101.07 - $102.0 $245,802 - $248,064	2,432 Added 115.98%	4,529 $462,000
Q3 2019 Nov 06, 2019	BUY	$100.58 - $101.63 $210,916 - $213,118	2,097 New	2,097 $213,000

1.02M

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