Impact Partnership Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Impact Partnership Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $18,659 - $20,846	-256 Reduced 27.59%	672 $54.7 Million
Q4 2023 Feb 14, 2024	SELL	$63.01 - $75.95 $5,229 - $6,303	-83 Reduced 8.21%	928 $69.9 Million
Q3 2023 Oct 17, 2023	BUY	$66.75 - $73.98 $65,148 - $72,204	976 Added 2788.57%	1,011 $68.4 Million
Q2 2023 Jul 17, 2023	BUY	$65.29 - $71.03 $2,285 - $2,486	35 New	35 $2.49 Million

950

108M

8.1K

3.6K

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