Axxcess Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Axxcess Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$47.09 - $49.87 $333,915 - $353,628	7,091 Added 21.31%	40,360 $2.01 Million
Q3 2023 Nov 14, 2023	BUY	$47.78 - $49.59 $1.3 Million - $1.35 Million	27,211 Added 449.17%	33,269 $1.59 Million
Q2 2023 Aug 08, 2023	BUY	$49.25 - $50.96 $48,117 - $49,787	977 Added 19.23%	6,058 $298,000
Q1 2023 May 03, 2023	SELL	$48.55 - $50.78 $27,430 - $28,690	-565 Reduced 10.01%	5,081 $256,000
Q4 2022 Feb 14, 2023	SELL	$48.33 - $50.24 $127,784 - $132,834	-2,644 Reduced 31.89%	5,646 $277,000

Q3 2022 Nov 14, 2022	BUY	N/A	2,537 Added 44.1%	8,290 $407,000
Q2 2022 Aug 11, 2022	BUY	N/A	1,363 Added 31.05%	5,753 $297,000
Q1 2022 Aug 11, 2022	BUY	N/A	4,390 New	4,390 $234,000

382

142M

3.1K

4.5K

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