Highland Private Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Highland Private Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 28, 2022	BUY	$49.15 - $56.85 $76,870 - $88,913	1,564 Added 37.37%	5,749 $307,000
Q4 2021 Jan 24, 2022	BUY	$51.87 - $56.86 $51 - $56	1 Added 0.02%	4,185 $473,000
Q2 2021 Aug 03, 2021	BUY	$48.92 - $52.14 $5,772 - $6,152	118 Added 2.9%	4,184 $436,000
Q1 2021 Apr 12, 2021	BUY	$44.89 - $48.81 $53,598 - $58,279	1,194 Added 41.57%	4,066 $393,000
Q2 2020 Jul 21, 2020	BUY	$28.84 - $38.49 $82,828 - $110,543	2,872 New	2,872 $211,000

1,183

167M

172K

20.7K

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