Baker Tilly Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Baker Tilly Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$48.35 - $50.5 $346,186 - $361,580	-7,160 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$50.42 - $51.09 $578,065 - $585,746	-11,465 Reduced 61.56%	7,160 $362,000
Q3 2021 Nov 02, 2021	SELL	$51.05 - $51.3 $448,678 - $450,875	-8,789 Reduced 32.06%	18,625 $951,000
Q2 2021 Jul 30, 2021	BUY	$50.92 - $51.3 $488,068 - $491,710	9,585 Added 53.76%	27,414 $1.4 Million
Q1 2021 Apr 28, 2021	BUY	$50.81 - $51.4 $905,891 - $916,410	17,829 New	17,829 $909,000

111

3.51M

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