Dopkins Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Dopkins Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$55.81 - $69.25 $76,571 - $95,011	-1,372 Reduced 3.51%	37,689 $2.1 Million
Q2 2022 Aug 01, 2022	SELL	$55.73 - $76.55 $18,223 - $25,031	-327 Reduced 0.83%	39,061 $2.27 Million
Q1 2022 Apr 18, 2022	BUY	$65.63 - $82.62 $1.27 Million - $1.6 Million	19,324 Added 96.31%	39,388 $2.95 Million
Q4 2021 Jan 18, 2022	BUY	$73.11 - $83.4 $1.47 Million - $1.67 Million	20,064 New	20,064 $3.29 Million

1,469

2.26B

296K

153K

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