Baker Tilly Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Baker Tilly Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	SELL	$51.8 - $57.88 $174,980 - $195,518	-3,378 Reduced 38.74%	5,341 $277,000
Q2 2022 Jul 28, 2022	BUY	$55.59 - $60.15 $165,324 - $178,886	2,974 Added 51.77%	8,719 $487,000
Q1 2022 Apr 27, 2022	SELL	$59.94 - $62.99 $639,619 - $672,166	-10,671 Reduced 65.0%	5,745 $349,000
Q4 2021 Feb 08, 2022	BUY	$62.25 - $63.89 $637,813 - $654,616	10,246 Added 166.06%	16,416 $1.03 Million
Q3 2021 Nov 02, 2021	BUY	$62.25 - $63.89 $384,082 - $394,201	6,170 New	6,170 $386,000

685

155M

60.2K

1.3K

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