Birchcreek Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Birchcreek Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$75.81 - $80.15 $204,307 - $216,004	-2,695 Reduced 33.0%	5,472 $425,000
Q1 2024 Apr 29, 2024	SELL	$75.25 - $80.63 $3,687 - $3,950	-49 Reduced 0.6%	8,167 $658,000
Q4 2023 Feb 05, 2024	SELL	$66.9 - $76.32 $16,791 - $19,156	-251 Reduced 2.96%	8,216 $625,000
Q3 2023 Oct 23, 2023	SELL	$70.63 - $75.66 $266,981 - $285,994	-3,780 Reduced 30.86%	8,467 $599,000
Q2 2023 Jul 20, 2023	BUY	$69.18 - $73.94 $191,075 - $204,222	2,762 Added 29.12%	12,247 $889,000
Q1 2023 May 01, 2023	BUY	$70.28 - $78.03 $666,605 - $740,114	9,485 New	9,485 $693,000

1,751

275M

1.92M

1.16M

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