Ep Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Ep Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 28, 2024	BUY	$49.69 - $52.46 $187,480 - $197,931	3,773 New	3,773 $196,000
Q2 2023 Aug 14, 2023	SELL	$52.18 - $54.02 $130,241 - $134,833	-2,496 Reduced 46.91%	2,825 $148,000
Q1 2023 Jun 05, 2023	BUY	$51.68 - $53.62 $274,989 - $285,312	5,321 New	5,321 $285,000
Q2 2022 Aug 11, 2022	SELL	N/A	-6,399 Reduced 57.4%	4,750 $265,000
Q1 2022 May 20, 2022	BUY	N/A	4,537 Added 68.62%	11,149 $677,000

Q4 2021 Feb 17, 2022	BUY	N/A	6,612 New	6,612 $416,000
Q2 2021 Aug 24, 2021	SELL	N/A	-11,797 Closed	0 $0
Q1 2021 May 17, 2021	BUY	N/A	11,797 New	11,797 $722,000

677

159M

123K

4.8K

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