Catalyst Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Catalyst Private Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $2,530 - $2,809	-36 Reduced 0.88%	4,071 $297,000
Q4 2022 Jan 23, 2023	BUY	$67.16 - $79.06 $275,826 - $324,699	4,107 New	4,107 $0
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $22,710 - $25,917	323 Added 12.58%	2,890 $207,000
Q1 2022 Apr 18, 2022	BUY	$75.14 - $81.94 $192,884 - $210,339	2,567 New	2,567 $0
Q4 2020 Mar 05, 2021	SELL	$54.8 - $65.16 $1,424 - $1,694	-26 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$50.37 - $58.54 $1,309 - $1,522	26 New	26 $1,000

1,751

275M

1.92M

1.16M

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

Stay updated on Catalyst Private Wealth, LLC with notifications on news.