Avantax Planning Partners, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Avantax Planning Partners, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$18.53 - $20.2 $684,220 - $745,885	-36,925 Reduced 75.52%	11,970 $239,000
Q1 2024 May 02, 2024	BUY	$19.39 - $20.93 $948,074 - $1.02 Million	48,895 New	48,895 $992,000
Q4 2018 Feb 14, 2019	SELL	N/A	-227 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	227 New	227 $9,000
Q2 2018 Aug 13, 2018	SELL	N/A	-226 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-14,008 Reduced 98.41%	226 $9,000
Q4 2017 Feb 09, 2018	BUY	N/A	16 Added 0.11%	14,234 $592,000
Q3 2017 Oct 19, 2017	BUY	N/A	14,218	14,218 $585,000

533

175M

22.2K

84.6K

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