Lionsbridge Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Lionsbridge Wealth Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $213,689 - $219,104	-4,438 Reduced 6.75%	61,323 $2.96 Million
Q2 2022 Nov 17, 2022	BUY	$48.73 - $49.59 $62,228 - $63,326	1,277 Added 2.08%	62,600 $3.08 Million
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $195,554 - $200,891	-3,953 Reduced 5.67%	65,761 $3.26 Million
Q4 2021 Feb 08, 2022	SELL	$50.83 - $51.21 $80,463 - $81,065	-1,583 Reduced 2.22%	69,714 $3.54 Million
Q3 2021 Oct 26, 2021	BUY	$51.18 - $51.3 $4,759 - $4,770	93 Added 0.13%	71,297 $3.65 Million
Q2 2021 Jul 29, 2021	SELL	$51.19 - $51.33 $640,386 - $642,138	-12,510 Reduced 14.94%	71,204 $3.65 Million
Q1 2021 May 04, 2021	BUY	$51.27 - $51.41 $28,403 - $28,481	554 Added 0.67%	83,714 $4.3 Million
Q4 2020 Feb 08, 2021	SELL	$51.37 - $51.48 $336,062 - $336,782	-6,542 Reduced 7.29%	83,160 $4.27 Million
Q3 2020 Oct 22, 2020	BUY	$51.49 - $51.63 $661,389 - $663,187	12,845 Added 16.71%	89,702 $4.62 Million
Q2 2020 Aug 03, 2020	BUY	$51.53 - $51.71 $108,625 - $109,004	2,108 Added 2.82%	76,857 $3.97 Million
Q1 2020 Apr 29, 2020	SELL	$50.48 - $51.73 $110,955 - $113,702	-2,198 Reduced 2.86%	74,749 $3.87 Million
Q4 2019 Feb 18, 2020	BUY	$50.38 - $50.71 $3.88 Million - $3.9 Million	76,947 New	76,947 $3.89 Million

623

184M

74.3K

30.8K

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