Bridgeworth, LLC Schwab Strategic U.S. Reit ETF Transaction History

Bridgeworth, LLC

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 28, 2022	SELL	N/A	-40,029 Reduced 79.46%	10,349 $193,000
Q2 2022 Aug 10, 2022	SELL	N/A	-553 Reduced 1.09%	50,378 $1.06 Million
Q1 2022 May 09, 2022	BUY	N/A	28,821 Added 130.35%	50,931 $1.27 Million
Q4 2021 Feb 10, 2022	SELL	N/A	-156 Reduced 0.7%	22,110 $1.17 Million
Q3 2021 Oct 21, 2021	BUY	N/A	42 Added 0.19%	22,266 $1.02 Million

Q2 2021 Aug 03, 2021	SELL	N/A	-80 Reduced 0.36%	22,224 $1.02 Million
Q1 2021 May 14, 2021	SELL	N/A	-196 Reduced 0.87%	22,304 $916,000
Q4 2020 Jan 28, 2021	SELL	N/A	-278 Reduced 1.22%	22,500 $854,000
Q3 2020 Nov 13, 2020	SELL	N/A	-447 Reduced 1.92%	22,778 $806,000
Q2 2020 Aug 10, 2020	SELL	N/A	-3,164 Reduced 11.99%	23,225 $818,000
Q1 2020 Apr 27, 2020	BUY	N/A	14,953 Added 130.75%	26,389 $864,000
Q4 2019 Jan 17, 2020	SELL	N/A	-686 Reduced 5.66%	11,436 $526,000
Q3 2019 Oct 15, 2019	BUY	N/A	590 Added 5.12%	12,122 $572,000
Q2 2019 Jul 25, 2019	BUY	N/A	191 Added 1.68%	11,532 $512,000
Q1 2019 Apr 24, 2019	SELL	N/A	-1,939 Reduced 14.6%	11,341 $504,000
Q4 2018 Feb 05, 2019	BUY	N/A	3,846 Added 40.77%	13,280 $425,000
Q3 2018 Nov 13, 2018	SELL	N/A	-687 Reduced 6.79%	9,434 $295,000
Q2 2018 Aug 15, 2018	BUY	N/A	155 Added 1.56%	10,121 $422,000
Q1 2018 May 10, 2018	BUY	N/A	9,966 New	9,966 $378,000

504

248M

36K

1.6K

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