Johnson & White Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Johnson & White Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$75.25 - $80.63 $355,104 - $380,492	4,719 Added 6.79%	74,235 $5.99 Million
Q4 2023 Jan 17, 2024	SELL	$66.9 - $76.32 $825,679 - $941,941	-12,342 Reduced 15.08%	69,516 $5.29 Million
Q3 2023 Oct 12, 2023	BUY	$70.63 - $75.66 $5.78 Million - $6.19 Million	81,858 New	81,858 $5.79 Million
Q1 2023 Apr 17, 2023	BUY	$70.28 - $78.03 $3.15 Million - $3.5 Million	44,808 Added 117.76%	82,857 $6.06 Million
Q4 2022 Jan 18, 2023	SELL	$67.16 - $79.06 $2.41 Million - $2.83 Million	-35,843 Reduced 48.51%	38,049 $2.03 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $4.91 Million - $5.75 Million	73,892 New	73,892 $4.91 Million

1,751

275M

1.92M

1.16M

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