Heirloom Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Heirloom Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$63.01 - $75.95 $64,333 - $77,544	-1,021 Reduced 19.89%	4,112 $309,000
Q3 2023 Oct 23, 2023	SELL	$66.75 - $73.98 $215,001 - $238,289	-3,221 Reduced 38.56%	5,133 $347,000
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $76,454 - $83,176	-1,171 Reduced 12.29%	8,354 $593,000
Q1 2023 Apr 27, 2023	SELL	$64.24 - $73.9 $1.02 Million - $1.17 Million	-15,825 Reduced 62.43%	9,525 $646,000
Q4 2022 Feb 01, 2023	BUY	$61.05 - $69.94 $1.55 Million - $1.77 Million	25,350 New	25,350 $1.66 Million

950

108M

8.1K

3.6K

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