Altium Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Altium Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$37.88 - $48.01 $168,262 - $213,260	-4,442 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $98,656 - $114,892	2,221 Added 100.0%	4,442 $210,000
Q4 2021 Jan 31, 2022	BUY	$48.64 - $55.07 $2,480 - $2,808	51 Added 2.35%	2,221 $227,000
Q1 2021 May 06, 2021	BUY	$43.89 - $52.63 $95,241 - $114,207	2,170 New	2,170 $216,000
Q4 2018 Jan 18, 2019	SELL	N/A	-3,863 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-171 Reduced 4.24%	3,863 $294,000
Q2 2018 Aug 14, 2018	BUY	N/A	4,034 New	4,034 $297,000

1,165

171M

55.6K

7.8K

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