Betterment LLC Schwab Short Term Us Treasury Transaction History

Betterment LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$47.66 - $48.45 $7,673 - $7,800	161 Added 2.69%	6,149 $297,000
Q3 2023 Nov 09, 2023	BUY	$47.78 - $48.2 $8,457 - $8,531	177 Added 3.05%	5,988 $286,000
Q2 2023 Aug 07, 2023	SELL	$48.06 - $48.89 $20,906 - $21,267	-435 Reduced 6.96%	5,811 $279,000
Q1 2023 May 15, 2023	BUY	$47.8 - $49.0 $25,095 - $25,725	525 Added 9.18%	6,246 $305,000
Q4 2022 Feb 13, 2023	BUY	$47.91 - $48.47 $274,093 - $277,296	5,721 New	5,721 $276,000

Q2 2022 Aug 10, 2022	SELL	N/A	-4,558 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	4,558 New	4,558 $226,000

614

169M

13.7K

20.1K

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