Baker Tilly Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Baker Tilly Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$33.82 - $36.71 $97,367 - $105,688	-2,879 Reduced 24.85%	8,707 $295,000
Q2 2023 Jul 20, 2023	SELL	$34.48 - $36.54 $135,816 - $143,931	-3,939 Reduced 25.37%	11,586 $413,000
Q1 2023 Apr 12, 2023	SELL	$32.42 - $35.44 $471,159 - $515,049	-14,533 Reduced 48.35%	15,525 $540,000
Q4 2022 Jan 26, 2023	BUY	$28.0 - $33.87 $92,148 - $111,466	3,291 Added 12.29%	30,058 $0
Q3 2022 Oct 20, 2022	SELL	$28.01 - $33.61 $33,135 - $39,760	-1,183 Reduced 4.23%	26,767 $753,000
Q2 2022 Jul 28, 2022	BUY	$31.13 - $37.19 $676,330 - $807,989	21,726 Added 349.07%	27,950 $879,000
Q4 2021 Feb 08, 2022	SELL	$37.77 - $40.6 $6,420 - $6,902	-170 Reduced 2.66%	6,224 $242,000
Q3 2021 Nov 02, 2021	BUY	$38.35 - $40.79 $1,802 - $1,917	47 Added 0.74%	6,394 $247,000
Q2 2021 Jul 30, 2021	BUY	$38.15 - $40.84 $242,138 - $259,211	6,347 New	6,347 $250,000

1,210

860M

38.3K

600

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