Exencial Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Exencial Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	BUY	$27.46 - $34.27 $77,656 - $96,915	2,828 Added 36.5%	10,575 $293,000
Q2 2022 Aug 11, 2022	SELL	$31.0 - $38.49 $3,100 - $3,849	-100 Reduced 1.27%	7,747 $242,000
Q4 2021 Feb 10, 2022	BUY	$39.06 - $43.63 $306,503 - $342,364	7,847 New	7,847 $321,000
Q1 2020 May 15, 2020	SELL	$20.7 - $34.9 $133,245 - $224,651	-6,437 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$31.72 - $32.37 $28,008 - $28,582	-883 Reduced 12.06%	6,437 $205,000
Q1 2019 May 08, 2019	BUY	N/A	7,320 New	7,320 $236,000

423

45.7M

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