Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Caterpillar, Inc. (CAT) | CAT | STOCK | Purchase | Jan. 13, 2021 | $1,001 - $15,000 |
| Visa Inc. (V) | V | STOCK | Sale | Jan. 13, 2021 | $1,001 - $15,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Caterpillar, Inc. (CAT) | CAT | STOCK | Purchase | Jan. 13, 2021 | $1,001 - $15,000 |
| Visa Inc. (V) | V | STOCK | Sale | Jan. 13, 2021 | $1,001 - $15,000 |