Axxcess Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Axxcess Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $242,582 - $286,156	4,146 Added 109.92%	7,918 $463,000
Q2 2022 Aug 11, 2022	SELL	$60.93 - $72.3 $19,497 - $23,136	-320 Reduced 7.82%	3,772 $235,000
Q1 2022 Aug 11, 2022	BUY	$67.71 - $74.19 $812 - $890	12 Added 0.29%	4,092 $292,000
Q4 2021 Aug 11, 2022	BUY	$67.9 - $73.3 $277,032 - $299,064	4,080 New	4,080 $299,000

804

105M

3.2K

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