Avaii Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Avaii Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$47.75 - $48.13 $6,016 - $6,064	-126 Reduced 2.46%	4,999 $240,000
Q1 2024 Apr 29, 2024	BUY	$48.05 - $48.63 $25,658 - $25,968	534 Added 11.63%	5,125 $247,000
Q4 2023 Feb 05, 2024	BUY	$47.66 - $48.45 $1,954 - $1,986	41 Added 0.9%	4,591 $222,000
Q3 2023 Oct 24, 2023	SELL	$47.78 - $48.2 $22,169 - $22,364	-464 Reduced 9.25%	4,550 $217,000
Q2 2023 Jul 31, 2023	SELL	$48.06 - $48.89 $28,739 - $29,236	-598 Reduced 10.66%	5,014 $240,000
Q1 2023 Apr 10, 2023	SELL	$47.8 - $49.0 $5,640 - $5,782	-118 Reduced 2.06%	5,612 $273,000
Q4 2022 Jan 25, 2023	BUY	$47.89 - $48.47 $274,409 - $277,733	5,730 New	5,730 $0

623

184M

74.3K

30.8K

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