Concord Wealth Partners Schwab Strategic Us Tips ETF Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$50.37 - $52.48 $3,425 - $3,568	68 New	68 $3,000
Q3 2023 Oct 25, 2023	BUY	$50.37 - $52.48 $50 - $52	1 Added 1.49%	68 $3,000
Q2 2023 Aug 07, 2023	BUY	$52.18 - $54.02 $52 - $54	1 Added 1.52%	67 $3,000
Q4 2022 Jan 27, 2023	BUY	$51.47 - $53.83 $3,397 - $3,552	66 New	66 $3,000
Q2 2022 Aug 04, 2022	BUY	$55.59 - $60.15 $55 - $60	1 Added 1.59%	64 $4,000
Q4 2021 Jan 21, 2022	BUY	$62.25 - $63.89 $3,921 - $4,025	63 New	63 $4,000

691

170M

66.2K

2.7K

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