Tradition Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Tradition Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$98.28 - $111.36 $439,016 - $497,445	4,467 Added 48.68%	13,643 $1.51 Million
Q3 2023 Nov 13, 2023	BUY	$102.02 - $108.51 $892,470 - $949,245	8,748 Added 2043.93%	9,176 $936,000
Q2 2023 Aug 14, 2023	SELL	$106.02 - $110.43 $1,060 - $1,104	-10 Reduced 2.28%	428 $46,000
Q1 2023 May 11, 2023	SELL	$104.89 - $111.81 $332,291 - $354,214	-3,168 Reduced 87.85%	438 $48,000
Q4 2022 Feb 03, 2023	BUY	$99.2 - $110.03 $203,360 - $225,561	2,050 Added 131.75%	3,606 $380,000
Q3 2022 Nov 14, 2022	BUY	$101.44 - $114.61 $105,700 - $119,423	1,042 Added 202.72%	1,556 $159,000
Q2 2022 Aug 02, 2022	BUY	$107.41 - $121.51 $20,193 - $22,843	188 Added 57.67%	514 $57,000
Q1 2022 May 11, 2022	SELL	$118.44 - $131.22 $10,304 - $11,416	-87 Reduced 21.07%	326 $39,000
Q4 2021 Feb 14, 2022	SELL	$130.98 - $134.88 $9,299 - $9,576	-71 Reduced 14.67%	413 $55,000
Q3 2021 Nov 12, 2021	SELL	$133.03 - $136.33 $1,596 - $1,635	-12 Reduced 2.42%	484 $64,000
Q2 2021 Aug 09, 2021	SELL	$129.85 - $134.36 $3.38 Million - $3.5 Million	-26,048 Reduced 98.13%	496 $67,000
Q1 2021 May 14, 2021	SELL	$128.44 - $137.43 $954,566 - $1.02 Million	-7,432 Reduced 21.87%	26,544 $3.45 Million
Q4 2020 Feb 16, 2021	BUY	$133.73 - $138.48 $4.54 Million - $4.7 Million	33,976 New	33,976 $4.69 Million

1,189

246M

39.2M

38.5M

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