Iam Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Iam Advisory, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $366,515 - $391,734	5,298 Added 1.71%	315,102 $22.9 Million
Q1 2023 Apr 10, 2023	SELL	$70.28 - $78.03 $34,156 - $37,922	-486 Reduced 0.16%	309,804 $22.7 Million
Q4 2022 Jan 17, 2023	SELL	$67.16 - $79.06 $245,939 - $289,517	-3,662 Reduced 1.17%	310,290 $0
Q3 2022 Oct 17, 2022	BUY	$66.43 - $77.87 $678,250 - $795,052	10,210 Added 3.36%	313,952 $20.9 Million
Q2 2022 Jul 12, 2022	BUY	$70.31 - $80.24 $2.2 Million - $2.51 Million	31,243 Added 11.47%	303,742 $21.8 Million
Q1 2022 Apr 14, 2022	BUY	$75.14 - $81.94 $20.5 Million - $22.3 Million	272,499 New	272,499 $21.5 Million

1,751

275M

1.92M

1.16M

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