Atticus Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Atticus Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 18, 2021	SELL	$54.26 - $55.17 $705 - $717	-13 Reduced 92.86%	1 $0
Q1 2021 Apr 15, 2021	SELL	$53.75 - $55.97 $52,298 - $54,458	-973 Reduced 98.58%	14 $1,000
Q4 2020 Jan 20, 2021	BUY	$55.56 - $56.23 $9,167 - $9,277	165 Added 20.07%	987 $55,000
Q3 2020 Oct 21, 2020	BUY	$56.07 - $56.92 $6,391 - $6,488	114 Added 16.1%	822 $46,000
Q2 2020 Jul 15, 2020	SELL	$54.35 - $56.24 $108 - $112	-2 Reduced 0.28%	708 $40,000
Q1 2020 Apr 23, 2020	BUY	$50.33 - $56.09 $13,538 - $15,088	269 Added 61.0%	710 $39,000
Q4 2019 Feb 03, 2020	BUY	$53.21 - $54.14 $23,465 - $23,875	441 New	441 $24,000

628

82.5M

100

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Atticus Wealth Management, LLC with notifications on news.