Beacon Financial Advisory LLC Schwab Strategic Us Tips ETF Transaction History

Beacon Financial Advisory LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$51.8 - $57.88 $33,825 - $37,795	-653 Reduced 13.27%	4,269 $221,000
Q2 2022 Jul 25, 2022	BUY	$55.59 - $60.15 $67,430 - $72,961	1,213 Added 32.7%	4,922 $275,000
Q1 2022 Apr 27, 2022	SELL	$59.94 - $62.99 $133,606 - $140,404	-2,229 Reduced 37.54%	3,709 $225,000
Q4 2021 Jan 21, 2022	BUY	$62.25 - $63.89 $369,640 - $379,378	5,938 New	5,938 $373,000

685

155M

60.2K

1.3K

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