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

1,210

860M

38.3K

600

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