Valeo Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Valeo Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$129.78 - $131.28 $47,369 - $47,917	-365 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$129.89 - $133.02 $5,065 - $5,187	39 Added 11.96%	365 $47,000
Q3 2020 Oct 28, 2020	SELL	$133.35 - $134.1 $7,200 - $7,241	-54 Reduced 14.21%	326 $44,000
Q2 2020 Jul 20, 2020	BUY	$132.55 - $133.72 $9,278 - $9,360	70 Added 22.58%	380 $51,000
Q4 2019 Jan 24, 2020	BUY	$125.41 - $127.8 $15,927 - $16,230	127 Added 69.4%	310 $39,000

Q1 2019 Apr 12, 2019	SELL	N/A	-26 Reduced 12.44%	183 $23,000
Q3 2018 Nov 01, 2018	SELL	N/A	-7 Reduced 3.24%	209 $25,000
Q2 2018 Aug 14, 2018	BUY	N/A	216 New	216 $26,000

905

120M

920K

933K

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