Cerro Pacific Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Cerro Pacific Wealth Advisors LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$51.68 - $53.62 $705,328 - $731,805	13,648 Added 26.23%	65,680 $3.52 Million
Q4 2022 Jan 18, 2023	BUY	$51.47 - $53.83 $391,583 - $409,538	7,608 Added 17.13%	52,032 $0
Q3 2022 Oct 12, 2022	SELL	$51.8 - $57.88 $563,117 - $629,213	-10,871 Reduced 19.66%	44,424 $2.3 Million
Q2 2022 Jul 18, 2022	BUY	$55.59 - $60.15 $3.07 Million - $3.33 Million	55,295 New	55,295 $3.09 Million

684

155M

60.2K

1.3K

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