Axxcess Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Axxcess Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$32.37 - $37.01 $82,672 - $94,523	-2,554 Reduced 30.93%	5,704 $210,000
Q3 2023 Nov 14, 2023	BUY	$33.82 - $36.71 $21,069 - $22,870	623 Added 8.16%	8,258 $280,000
Q2 2023 Aug 08, 2023	BUY	$34.48 - $36.54 $263,254 - $278,982	7,635 New	7,635 $272,000
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $77,307 - $92,763	2,760 Added 32.47%	11,260 $317,000
Q2 2022 Aug 11, 2022	SELL	$31.13 - $37.19 $372,345 - $444,829	-11,961 Reduced 58.46%	8,500 $267,000
Q1 2022 Aug 11, 2022	SELL	$33.67 - $39.47 $338,955 - $397,344	-10,067 Reduced 32.98%	20,461 $751,000
Q4 2021 Aug 11, 2022	BUY	$37.77 - $40.6 $1.15 Million - $1.24 Million	30,528 New	30,528 $1.19 Million

1,270

774M

80.7K

8.3K

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

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