Cadence Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Cadence Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	N/A	-4,893 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	1,693 Added 52.91%	4,893 $261,000
Q4 2021 Feb 09, 2022	SELL	N/A	-563 Reduced 14.96%	3,200 $362,000
Q3 2021 Nov 04, 2021	SELL	N/A	-238 Reduced 5.95%	3,763 $391,000
Q2 2021 Aug 12, 2021	SELL	N/A	-457 Reduced 10.25%	4,001 $417,000

Q1 2021 May 17, 2021	BUY	N/A	4,458 New	4,458 $431,000

1,121

160M

230K

29.7K

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

Stay updated on Cadence Wealth Management LLC with notifications on news.