Hb Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Hb Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$51.32 - $52.45 $168,483 - $172,193	3,283 Added 82.97%	7,240 $377,000
Q4 2023 Jan 16, 2024	BUY	$49.69 - $52.46 $196,623 - $207,584	3,957 New	3,957 $206,000
Q4 2022 Jan 20, 2023	SELL	$51.47 - $53.83 $205,982 - $215,427	-4,002 Reduced 46.34%	4,635 $0
Q3 2022 Oct 19, 2022	SELL	$51.8 - $57.88 $61,227 - $68,414	-1,182 Reduced 12.04%	8,637 $447,000
Q2 2022 Jul 15, 2022	SELL	$55.59 - $60.15 $29,073 - $31,458	-523 Reduced 5.06%	9,819 $548,000
Q1 2022 May 16, 2022	BUY	$59.94 - $62.99 $185,454 - $194,891	3,094 Added 42.69%	10,342 $628,000
Q4 2021 Feb 15, 2022	BUY	$62.25 - $63.89 $451,188 - $463,074	7,248 New	7,248 $456,000

684

155M

60.2K

1.3K

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