Core Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Core Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $2,726 - $3,107	65 Added 17.11%	445 $19,000
Q3 2022 Nov 10, 2022	SELL	$41.99 - $50.63 $50,388 - $60,756	-1,200 Reduced 75.95%	380 $16,000
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $59,672 - $75,032	1,390 Added 731.58%	1,580 $70,000
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $4,669 - $5,400	95 Added 100.0%	190 $10,000
Q4 2019 Feb 14, 2020	BUY	$34.47 - $38.58 $3,274 - $3,665	95 New	95 $7,000

1,146

165M

188K

19.4K

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