Comprehensive Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Comprehensive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$47.66 - $48.45 $200,505 - $203,829	-4,207 Reduced 2.01%	204,780 $9.92 Million
Q3 2023 Jan 12, 2024	SELL	$47.78 - $48.2 $106,119 - $107,052	-2,221 Reduced 1.05%	208,987 $10 Million
Q2 2023 Jan 12, 2024	SELL	$48.06 - $48.89 $130,675 - $132,931	-2,719 Reduced 1.27%	211,208 $10.2 Million
Q1 2023 Jan 12, 2024	BUY	$47.8 - $49.0 $428,574 - $439,334	8,966 Added 4.37%	213,927 $10.4 Million
Q4 2022 Jan 12, 2024	BUY	$47.89 - $48.47 $92,523 - $93,644	1,932 Added 0.95%	204,961 $9.89 Million
Q3 2022 Jan 12, 2024	BUY	$48.15 - $49.37 $9.78 Million - $10 Million	203,029 New	203,029 $0

620

184M

74.3K

30.8K

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