Insight Wealth Strategies, LLC Schwab Strategic Tr Us Small C Transaction History

Insight Wealth Strategies, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 31, 2022	SELL	$48.64 - $55.07 $338,388 - $383,121	-6,957 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$48.3 - $52.49 $30,332 - $32,963	628 Added 9.92%	6,957 $696,000
Q2 2021 Aug 12, 2021	BUY	$48.39 - $52.91 $40,308 - $44,074	833 Added 15.16%	6,329 $659,000
Q1 2021 May 12, 2021	BUY	$43.89 - $52.63 $241,219 - $289,254	5,496 New	5,496 $548,000

1,147

147M

55.6K

7.8K

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