Ellevest, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Ellevest, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	SELL	$18.01 - $21.78 $10,247 - $12,392	-569 Reduced 49.09%	590 $11,000
Q4 2022 Feb 03, 2023	BUY	$17.68 - $20.46 $17,839 - $20,644	1,009 Added 672.67%	1,159 $22,000
Q1 2022 Apr 19, 2022	BUY	$22.75 - $26.16 $1,706 - $1,962	75 Added 100.0%	150 $4,000
Q4 2021 Jan 24, 2022	SELL	$22.99 - $26.35 $3,103 - $3,557	-135 Reduced 64.29%	75 $4,000
Q3 2021 Oct 19, 2021	BUY	$22.84 - $24.92 $4,773 - $5,208	209 Added 20900.0%	210 $10,000
Q2 2021 Jul 13, 2021	BUY	$20.92 - $23.68 $20 - $23	1 New	1 $0

532

175M

22.2K

84.6K

Get notified when there are updates to the investment portfolio of Ellevest, Inc., based on Form 13F filings with the SEC.

Stay updated on Ellevest, Inc. with notifications on news.