Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$40.85 - $46.1 $25,122 - $28,351	615 Added 6.24%	10,466 $433,000
Q2 2023 Jul 20, 2023	SELL	$39.91 - $43.82 $22,509 - $24,714	-564 Reduced 5.42%	9,851 $431,000
Q4 2022 Jan 26, 2023	BUY	$38.25 - $43.54 $36,911 - $42,016	965 Added 10.21%	10,415 $0
Q3 2022 Oct 20, 2022	BUY	$37.65 - $45.9 $13,215 - $16,110	351 Added 3.86%	9,450 $357,000
Q2 2022 Jul 28, 2022	SELL	$37.88 - $48.01 $559,639 - $709,299	-14,774 Reduced 61.89%	9,099 $355,000
Q1 2022 Apr 27, 2022	BUY	$44.42 - $51.73 $493,284 - $574,461	11,105 Added 86.98%	23,873 $1.13 Million
Q4 2021 Feb 08, 2022	SELL	$48.64 - $55.07 $22,860 - $25,882	-470 Reduced 3.55%	12,768 $1.31 Million
Q3 2021 Nov 02, 2021	BUY	$48.3 - $52.49 $61,196 - $66,504	1,267 Added 10.58%	13,238 $1.33 Million
Q2 2021 Jul 30, 2021	BUY	$48.39 - $52.91 $286,517 - $313,280	5,921 Added 97.87%	11,971 $1.25 Million
Q1 2021 Apr 28, 2021	BUY	$43.89 - $52.63 $265,534 - $318,411	6,050 New	6,050 $603,000

1,119

230M

44.7K

32.4K

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