Consolidated Portfolio Review Corp Schwab Strategic Tr Us Broad M Transaction History

Consolidated Portfolio Review Corp

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$54.61 - $61.05 $189,878 - $212,270	3,477 New	3,477 $212 Million
Q3 2023 Nov 13, 2023	SELL	$49.59 - $53.57 $53,259 - $57,534	-1,074 Reduced 20.85%	4,077 $203 Million
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $2,071 - $2,274	44 Added 0.86%	5,151 $266 Million
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $227,108 - $251,417	5,107 New	5,107 $244 Million

1,147

165M

188K

19.4K

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