Glassman Wealth Services Schwab Us Aggregate Bond ETF Transaction History

Glassman Wealth Services

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$44.66 - $45.99 $55,824 - $57,487	1,250 New	1,250 $56,000
Q1 2022 Apr 14, 2022	SELL	$50.05 - $53.52 $150,350 - $160,774	-3,004 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$53.63 - $54.52 $159,549 - $162,197	2,975 Added 10258.62%	3,004 $162,000
Q1 2021 May 05, 2021	BUY	$53.75 - $55.97 $1,558 - $1,623	29 New	29 $2,000
Q2 2020 Aug 06, 2020	SELL	$54.35 - $56.24 $157,343 - $162,814	-2,895 Closed	0 $0
Q3 2019 Nov 01, 2019	SELL	$53.15 - $53.86 $5,952 - $6,032	-112 Reduced 3.72%	2,895 $156,000
Q2 2019 Aug 08, 2019	BUY	N/A	3,007 New	3,007 $159,000

629

83.3M

100

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