Cetera Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Cetera Advisors LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$18.01 - $21.78 $6,915 - $8,363	-384 Reduced 3.37%	11,023 $214,000
Q4 2022 Feb 14, 2023	SELL	$18.86 - $20.46 $301 - $327	-16 Reduced 0.14%	11,407 $220,000
Q3 2022 Nov 10, 2022	BUY	N/A	1,788 Added 18.56%	11,423 $213,000
Q2 2022 Aug 11, 2022	SELL	N/A	-74 Reduced 0.76%	9,635 $203,000
Q1 2022 May 12, 2022	BUY	N/A	4,902 Added 101.98%	9,709 $242,000

Q4 2021 Feb 14, 2022	SELL	N/A	-103 Reduced 2.1%	4,807 $253,000
Q3 2021 Nov 16, 2021	SELL	N/A	-236 Reduced 4.59%	4,910 $224,000
Q2 2021 Aug 13, 2021	BUY	N/A	5,146 New	5,146 $236,000
Q1 2020 May 08, 2020	SELL	N/A	-18,799 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	N/A	-1,164 Reduced 5.83%	18,799 $867,000
Q3 2019 Nov 06, 2019	BUY	N/A	1,380 Added 7.43%	19,963 $939,000
Q2 2019 Aug 12, 2019	BUY	N/A	611 Added 3.4%	18,583 $830,000
Q1 2019 May 06, 2019	BUY	N/A	232 Added 1.31%	17,972 $803,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,481 Added 9.11%	17,740 $678,000
Q3 2018 Nov 14, 2018	BUY	N/A	5,530 Added 51.54%	16,259 $679,000
Q2 2018 Aug 14, 2018	BUY	N/A	221 Added 2.1%	10,729 $452,000
Q1 2018 May 09, 2018	SELL	N/A	-167 Reduced 1.56%	10,508 $398,000
Q4 2017 Feb 08, 2018	BUY	N/A	4,927 Added 85.72%	10,675 $446,000
Q3 2017 Nov 16, 2017	BUY	N/A	197 Added 3.55%	5,748 $238,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,551	5,551 $230,000

504

248M

36K

1.6K

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