Hb Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Hb Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$17.68 - $20.46 $15,576 - $18,025	-881 Reduced 8.02%	10,103 $0
Q3 2022 Oct 19, 2022	BUY	$18.45 - $23.6 $202,654 - $259,222	10,984 New	10,984 $205,000
Q2 2022 Jul 15, 2022	SELL	$20.18 - $25.97 $272,066 - $350,127	-13,482 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$22.75 - $26.16 $121,166 - $139,328	5,326 Added 65.3%	13,482 $336,000
Q4 2021 Feb 15, 2022	BUY	$22.99 - $26.35 $187,506 - $214,910	8,156 New	8,156 $430,000

499

255M

28.4K

83.1K

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