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

Axxcess Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$22.12 - $24.59 $57,622 - $64,056	2,605 Added 14.35%	20,752 $510,000
Q3 2023 Nov 14, 2023	SELL	$22.9 - $24.85 $739,395 - $802,356	-32,288 Reduced 64.02%	18,147 $417,000
Q2 2023 Aug 08, 2023	SELL	$23.33 - $24.6 $29,582 - $31,192	-1,268 Reduced 2.45%	50,435 $1.21 Million
Q1 2023 May 03, 2023	BUY	$22.48 - $24.05 $507,800 - $543,265	22,589 Added 77.59%	51,703 $1.22 Million
Q4 2022 Feb 14, 2023	BUY	$19.83 - $23.5 $577,330 - $684,179	29,114 New	29,114 $652,000

126

9.63M

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