Clay Northam Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Clay Northam Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$51.47 - $53.83 $38,602 - $40,372	-750 Reduced 10.99%	6,074 $314,000
Q2 2022 Jul 22, 2022	SELL	$55.59 - $60.15 $33,354 - $36,090	-600 Reduced 8.08%	6,824 $381,000
Q1 2022 Apr 22, 2022	SELL	$59.94 - $62.99 $194,805 - $204,717	-3,250 Reduced 30.45%	7,424 $451,000
Q4 2021 Mar 15, 2022	BUY	$62.25 - $63.89 $664,456 - $681,961	10,674 New	10,674 $671,000

698

171M

66.2K

2.7K

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