Cornerstone Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Cornerstone Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$17.52 - $20.27 $381,830 - $441,764	-21,794 Reduced 7.81%	257,106 $4.56 Million
Q2 2023 Jul 20, 2023	SELL	$18.34 - $19.64 $17,808 - $19,070	-971 Reduced 0.35%	278,900 $5.45 Million
Q1 2023 May 11, 2023	BUY	$18.01 - $21.78 $306,746 - $370,956	17,032 Added 6.48%	279,871 $5.46 Million
Q4 2022 Jan 23, 2023	BUY	$18.86 - $20.46 $228,677 - $248,077	12,125 Added 4.84%	262,839 $0
Q3 2022 Oct 18, 2022	BUY	N/A	14,754 Added 6.25%	250,714 $4.69 Million

Q2 2022 Jul 18, 2022	BUY	N/A	19,644 Added 9.08%	235,960 $4.98 Million
Q1 2022 Apr 19, 2022	BUY	N/A	216,316 New	216,316 $5.38 Million

504

248M

36K

1.6K

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