Boyd Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Boyd Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$38.25 - $43.54 $72,904 - $82,987	-1,906 Reduced 7.15%	24,759 $0
Q3 2022 Oct 17, 2022	BUY	$37.65 - $45.9 $84,750 - $103,320	2,251 Added 9.22%	26,665 $1.01 Million
Q2 2022 Aug 03, 2022	BUY	$37.88 - $48.01 $170,346 - $215,900	4,497 Added 22.58%	24,414 $952,000
Q1 2022 Apr 29, 2022	BUY	$44.42 - $51.73 $687,488 - $800,625	15,477 Added 348.58%	19,917 $943,000
Q4 2021 Feb 07, 2022	BUY	$48.64 - $55.07 $215,961 - $244,510	4,440 New	4,440 $455,000

1,147

147M

55.6K

7.8K

Get notified when there are updates to the investment portfolio of Boyd Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Boyd Wealth Management, LLC with notifications on news.