Advisory Services & Investments, LLC Schwab Strategic U.S. Reit ETF Transaction History

Advisory Services & Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$20.18 - $25.97 $2.32 Million - $2.98 Million	-114,889 Reduced 87.12%	16,985 $358,000
Q1 2022 Apr 27, 2022	BUY	$22.75 - $26.16 $1.48 Million - $1.71 Million	65,212 Added 97.82%	131,874 $3.28 Million
Q4 2021 Feb 08, 2022	SELL	$22.99 - $26.35 $43,359 - $49,696	-1,886 Reduced 2.75%	66,662 $3.51 Million
Q3 2021 Nov 01, 2021	BUY	$22.84 - $24.92 $43,396 - $47,348	1,900 Added 2.85%	68,548 $3.13 Million
Q2 2021 Jul 22, 2021	SELL	$20.92 - $23.68 $176,020 - $199,243	-8,414 Reduced 11.21%	66,648 $3.05 Million
Q1 2021 May 21, 2021	BUY	$18.25 - $20.79 $1.37 Million - $1.56 Million	75,062 New	75,062 $3.08 Million

533

175M

22.2K

84.6K

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