Arkadios Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Arkadios Wealth Advisors

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 14, 2022	SELL	$43.35 - $54.51 $323,997 - $407,407	-7,474 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $102,485 - $118,548	2,070 Added 38.3%	7,474 $402,000
Q3 2021 Oct 19, 2021	BUY	$51.52 - $54.94 $56,672 - $60,434	1,100 Added 25.56%	5,404 $562,000
Q2 2021 Jul 28, 2021	BUY	$48.62 - $52.01 $209,260 - $223,851	4,304 New	4,304 $447,000

1,353

349M

34.3K

1.2K

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