Hillcrest Wealth Advisors Ny, LLC Schwab Strategic U.S. Reit ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$19.39 - $20.93 $254,493 - $274,706	13,125 New	13,125 $266,000
Q3 2023 Oct 17, 2023	BUY	$17.52 - $20.27 $610,134 - $705,902	34,825 Added 209.47%	51,450 $913,000
Q2 2023 Jul 31, 2023	SELL	$18.34 - $19.64 $149,471 - $160,066	-8,150 Reduced 32.9%	16,625 $324,000
Q1 2023 May 08, 2023	SELL	$18.01 - $21.78 $379,110 - $458,469	-21,050 Reduced 45.94%	24,775 $483,000
Q4 2022 Feb 08, 2023	BUY	$17.68 - $20.46 $351,832 - $407,154	19,900 Added 76.76%	45,825 $883,000
Q3 2022 Nov 03, 2022	BUY	$18.45 - $23.6 $207,101 - $264,910	11,225 Added 76.36%	25,925 $485,000
Q2 2022 Aug 02, 2022	BUY	$20.18 - $25.97 $296,646 - $381,759	14,700 New	14,700 $310,000

533

175M

22.2K

84.6K

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