Centric Wealth Management Schwab Strategic U.S. Reit ETF Transaction History

Centric Wealth Management

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 06, 2022	SELL	N/A	-97,428 Closed	0 $0
Q1 2022 Apr 05, 2022	BUY	N/A	97,428 New	97,428 $2.43 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-54,285 Closed	0 $0
Q3 2020 Oct 05, 2020	BUY	N/A	54,285 New	54,285 $2.53 Million
Q2 2020 Jul 29, 2020	SELL	N/A	-54,285 Closed	0 $0

Q1 2020 Apr 08, 2020	BUY	N/A	11,939 Added 28.19%	54,285 $2.53 Million
Q4 2019 Jan 06, 2020	SELL	N/A	-11,939 Reduced 21.99%	42,346 $1.95 Million
Q3 2019 Oct 03, 2019	BUY	N/A	28,240 Added 108.43%	54,285 $2.53 Million
Q2 2019 Jul 08, 2019	BUY	N/A	6,681 Added 34.5%	26,045 $1.16 Million
Q1 2019 Apr 09, 2019	BUY	N/A	2,180 Added 12.69%	19,364 $860,000
Q4 2018 Mar 19, 2019	BUY	N/A	17,184 New	17,184 $662,000

504

248M

36K

1.6K

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