Drive Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Drive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$30.09 - $32.37 $253,056 - $272,231	8,410 New	8,410 $271,000
Q4 2023 Jan 22, 2024	SELL	$24.91 - $29.38 $38,759 - $45,715	-1,556 Reduced 15.68%	8,370 $244,000
Q3 2023 Oct 10, 2023	SELL	$26.05 - $28.22 $44,076 - $47,748	-1,692 Reduced 14.56%	9,926 $260,000
Q2 2023 Jul 14, 2023	SELL	$24.86 - $27.15 $11,659 - $12,733	-469 Reduced 3.88%	11,618 $315,000
Q1 2023 Apr 13, 2023	BUY	$24.18 - $26.58 $3,989 - $4,385	165 Added 1.38%	12,087 $307,000
Q4 2022 Jan 27, 2023	BUY	$22.49 - $25.81 $268,125 - $307,706	11,922 New	11,922 $0

919

740M

76K

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