Connecticut Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Connecticut Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$24.67 - $27.2 $2,664 - $2,937	-108 Reduced 1.15%	9,243 $245,000
Q1 2024 May 01, 2024	BUY	$23.47 - $25.45 $2,534 - $2,748	108 Added 1.17%	9,351 $236,000
Q4 2023 Feb 06, 2024	SELL	$23.04 - $24.89 $7,349 - $7,939	-319 Reduced 3.34%	9,243 $229,000
Q3 2023 Oct 19, 2023	BUY	$23.83 - $26.11 $227,862 - $249,663	9,562 New	9,562 $228,000
Q2 2022 Jul 12, 2022	SELL	$24.51 - $28.87 $523,509 - $616,634	-21,359 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$25.61 - $30.82 $547,003 - $658,284	21,359 New	21,359 $593,000

780

141M

28.1K

200

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