Charles Schwab Investment Advisory, Inc. Technology Sector Spdr Transaction History

Charles Schwab Investment Advisory, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$184.12 - $211.02 $37,560 - $43,048	204 Added 7.83%	2,810 $585,000
Q4 2023 Feb 06, 2024	BUY	$160.19 - $193.07 $186,300 - $224,540	1,163 Added 80.6%	2,606 $501,000
Q3 2023 Nov 08, 2023	BUY	$161.97 - $180.26 $12,957 - $14,420	80 Added 5.87%	1,443 $236,000
Q2 2023 Aug 09, 2023	BUY	$143.97 - $174.63 $1,871 - $2,270	13 Added 0.96%	1,363 $236,000
Q1 2023 May 11, 2023	BUY	$121.18 - $151.01 $163,593 - $203,863	1,350 New	1,350 $203,000
Q1 2022 May 13, 2022	SELL	$141.39 - $175.52 $169,667 - $210,624	-1,200 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$148.06 - $176.65 $177,672 - $211,980	1,200 New	1,200 $209,000
Q1 2020 May 15, 2020	SELL	$70.4 - $102.79 $187,686 - $274,038	-2,666 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$78.28 - $91.92 $208,694 - $245,058	2,666 New	2,666 $244,000

2,240

168M

14.8M

18M

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