Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | Purchase | $1,001-$15,000 | ||
| Bank of America Corp, Common Stock | BAC | STOCK | Exchange | $15,001-$50,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | Purchase | $1,001-$15,000 | ||
| Bank of America Corp, Common Stock | BAC | STOCK | Exchange | $15,001-$50,000 |