Destination Wealth Management Schwab Intermediate Term Us Tr Transaction History

Destination Wealth Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$48.55 - $50.78 $198,181 - $207,283	4,082 New	4,082 $205,000
Q3 2022 Nov 10, 2022	BUY	$48.68 - $52.54 $244,032 - $263,383	5,013 New	5,013 $246,000
Q2 2019 Jul 19, 2019	SELL	N/A	-545 Closed	0 $0
Q1 2019 May 01, 2019	SELL	N/A	-1,184 Reduced 68.48%	545 $29,000
Q4 2018 Feb 05, 2019	BUY	N/A	1,494 Added 635.74%	1,729 $92,000
Q3 2018 Nov 07, 2018	SELL	N/A	-1,574 Reduced 87.01%	235 $12,000
Q2 2018 Jul 31, 2018	BUY	N/A	1,786 Added 7765.22%	1,809 $95,000
Q1 2018 Apr 05, 2018	BUY	N/A	23 New	23 $1,000

399

181M

1.2K

16.7K

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