Destination Wealth Management Schwab Short Term Us Treasury Transaction History

Destination Wealth Management

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$47.89 - $48.47 $570,417 - $577,326	11,911 New	11,911 $574,000
Q2 2022 Jul 29, 2022	BUY	$48.73 - $49.59 $449,046 - $456,971	9,215 New	9,215 $453,000
Q3 2019 Nov 13, 2019	SELL	$50.39 - $50.59 $66,968 - $67,234	-1,329 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	N/A	-316 Reduced 19.21%	1,329 $67,000
Q1 2019 May 01, 2019	SELL	N/A	-426 Reduced 20.57%	1,645 $83,000
Q4 2018 Feb 05, 2019	BUY	N/A	84 Added 4.23%	2,071 $103,000
Q3 2018 Nov 07, 2018	SELL	N/A	-186 Reduced 8.56%	1,987 $98,000
Q2 2018 Jul 31, 2018	BUY	N/A	52 Added 2.45%	2,173 $108,000
Q1 2018 Apr 05, 2018	BUY	N/A	2,121 New	2,121 $63,000

620

184M

74.3K

30.8K

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