Financial Synergies Wealth Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$45.44 - $46.67 $1,772 - $1,820	-39 Closed	0 $1,000
Q4 2023 Apr 04, 2024	BUY	$43.09 - $46.83 $1,680 - $1,826	39 New	39 $1.78 Million
Q3 2023 Apr 04, 2024	BUY	$44.14 - $46.33 $0 - $0	0 New	0 $1,000
Q2 2023 Apr 04, 2024	SELL	$45.86 - $47.33 $1,788 - $1,845	-39 Closed	0 $5,000
Q3 2022 Apr 04, 2024	SELL	N/A	-72 Reduced 64.86%	39 $1.75 Million

Q2 2022 Apr 04, 2024	BUY	N/A	111 New	111 $5.29 Million
Q4 2021 Apr 05, 2024	SELL	N/A	-4,585 Closed	0 $0
Q3 2021 Apr 05, 2024	BUY	N/A	18 Added 0.39%	4,585 $249 Million
Q2 2021 Apr 05, 2024	BUY	N/A	19 Added 0.42%	4,567 $249 Million
Q1 2021 Apr 05, 2024	BUY	N/A	177 Added 4.05%	4,548 $245 Million
Q4 2020 Apr 05, 2024	SELL	N/A	-6,871 Reduced 61.12%	4,371 $245 Million
Q3 2020 Apr 05, 2024	SELL	N/A	-10,743 Reduced 48.87%	11,242 $630 Million
Q2 2020 Apr 05, 2024	SELL	N/A	-93 Reduced 0.42%	21,985 $1.24 Billion
Q1 2020 Apr 05, 2024	SELL	N/A	-2,971 Reduced 11.86%	22,078 $1.2 Billion
Q4 2019 Apr 05, 2024	BUY	N/A	304 Added 1.23%	25,049 $1.34 Billion
Q3 2019 Apr 05, 2024	BUY	N/A	410 Added 1.68%	24,745 $1.33 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	4,373 Added 21.91%	24,335 $1.29 Billion
Q1 2019 Apr 05, 2024	BUY	N/A	19,923 Added 51084.62%	19,962 $1.04 Billion

604

105M

600

3.6K

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