Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| wells fargo | WFC | STOCK | Sale (Partial) | Feb. 23, 2023 | $1,001 - $15,000 |
| chevron | CVX | STOCK | Purchase | Feb. 6, 2023 | $1,001 - $15,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| wells fargo | WFC | STOCK | Sale (Partial) | Feb. 23, 2023 | $1,001 - $15,000 |
| chevron | CVX | STOCK | Purchase | Feb. 6, 2023 | $1,001 - $15,000 |