Edge Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Edge Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$49.51 - $57.27 $49 - $57	-1 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$51.9 - $57.29 $2,543 - $2,807	-49 Reduced 98.0%	1 $1,000
Q4 2021 Jan 14, 2022	BUY	$51.9 - $57.29 $2,543 - $2,807	49 Added 4900.0%	50 $1,000
Q3 2021 Oct 13, 2021	BUY	$51.52 - $54.94 $51 - $54	1 New	1 $1,000
Q3 2020 Oct 21, 2020	SELL	$37.26 - $43.03 $7,452 - $8,606	-200 Closed	0 $0
Q3 2019 Oct 21, 2019	SELL	$35.28 - $36.01 $3,528 - $3,601	-100 Reduced 33.33%	200 $14,000
Q3 2017 Oct 19, 2017	BUY	N/A	300	300 $18,000

1,475

1.07B

71.4K

4.2K

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