Avantax Planning Partners, Inc. Schwab Short Term Us Treasury Transaction History

Avantax Planning Partners, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 04, 2021	SELL	N/A	-4,177 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	N/A	-14,162 Reduced 77.22%	4,177 $215,000
Q2 2020 Jul 15, 2020	BUY	N/A	531 Added 2.98%	18,339 $947,000
Q1 2020 Apr 27, 2020	BUY	N/A	13,563 Added 319.51%	17,808 $921,000
Q4 2019 Jan 15, 2020	BUY	N/A	4,245 New	4,245 $214,000

Q2 2019 Aug 07, 2019	SELL	N/A	-6,528 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	2,107 Added 47.66%	6,528 $328,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,622 Added 453.32%	4,421 $221,000
Q3 2018 Nov 13, 2018	BUY	N/A	799 New	799 $40,000
Q2 2018 Aug 13, 2018	SELL	N/A	-500 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	500 New	500 $25,000

613

168M

13.7K

20.1K

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