Austin Private Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Austin Private Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$43.87 - $44.99 $3.01 Million - $3.09 Million	-68,575 Reduced 65.1%	36,760 $1.64 Million
Q4 2023 Jan 18, 2024	BUY	$40.96 - $45.17 $547,389 - $603,651	13,364 Added 14.53%	105,335 $4.73 Million
Q3 2023 Nov 07, 2023	BUY	$42.12 - $44.19 $3.87 Million - $4.06 Million	91,971 New	91,971 $3.88 Million
Q3 2022 Oct 28, 2022	BUY	$41.61 - $46.11 $588,365 - $651,995	14,140 New	14,140 $594,000
Q2 2021 Aug 10, 2021	SELL	$51.28 - $52.56 $3.55 Million - $3.64 Million	-69,177 Closed	0 $0
Q1 2021 Apr 20, 2021	BUY	$51.17 - $53.57 $3.54 Million - $3.71 Million	69,177 New	69,177 $3.55 Million

195

19.4M

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