Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example: Mega Corp. Common Stock | nan | PURCHASE | $1,000-$15,000 | ||
| Alcatel Lucent (Corporate Action) Cash Exch. | CASH | EXCHANGE | $15,001-$50,000 | ||
| Fortive Corporation | FTV | STOCK | EXCHANGE | $15,001-$50,000 |