Cbiz Investment Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Cbiz Investment Advisory Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$53.75 - $55.97 $3,332 - $3,470	-62 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$55.56 - $56.23 $107,230 - $108,523	-1,930 Reduced 96.89%	62 $30,000
Q3 2020 Nov 13, 2020	BUY	$56.07 - $56.92 $9,812 - $9,961	175 Added 9.63%	1,992 $112,000
Q2 2020 Aug 14, 2020	SELL	$54.35 - $56.24 $41,414 - $42,854	-762 Reduced 29.55%	1,817 $102,000
Q4 2019 Feb 12, 2020	BUY	$53.21 - $54.14 $137,228 - $139,627	2,579 New	2,579 $138,000

684

165M

200

1.5K

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