Foster Victor Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Foster Victor Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$49.69 - $52.46 $205,170 - $216,607	4,129 New	4,129 $215,000
Q1 2023 Apr 20, 2023	SELL	$51.68 - $53.62 $6,976 - $7,238	-135 Reduced 3.26%	4,000 $214,000
Q4 2022 Jan 27, 2023	SELL	$51.47 - $53.83 $7.94 Million - $8.31 Million	-154,344 Reduced 97.39%	4,135 $0
Q3 2022 Oct 24, 2022	BUY	$51.8 - $57.88 $51,800 - $57,880	1,000 Added 0.64%	158,479 $8.22 Million
Q2 2022 Jul 19, 2022	SELL	$55.59 - $60.15 $197,344 - $213,532	-3,550 Reduced 2.2%	157,479 $8.76 Million
Q1 2022 Apr 14, 2022	BUY	$59.94 - $62.99 $1.28 Million - $1.35 Million	21,420 Added 15.34%	161,029 $9.57 Million
Q4 2021 Jan 19, 2022	BUY	$62.25 - $63.89 $8.69 Million - $8.92 Million	139,609 New	139,609 $8.6 Million

684

155M

60.2K

1.3K

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