Ccg Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Ccg Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	$50.33 - $56.09 $3.52 Million - $3.93 Million	-70,006 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$53.21 - $54.14 $511,135 - $520,068	-9,606 Reduced 12.07%	70,006 $3.74 Million
Q3 2019 Nov 14, 2019	SELL	$53.15 - $53.86 $568,226 - $575,817	-10,691 Reduced 11.84%	79,612 $4.29 Million
Q2 2019 Aug 06, 2019	BUY	N/A	2,800 Added 3.2%	90,303 $4.79 Million
Q1 2019 May 03, 2019	BUY	N/A	316 Added 0.36%	87,503 $4.54 Million
Q4 2018 May 03, 2019	BUY	N/A	87,187 New	87,187 $4.41 Million

628

83M

100

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

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