Ibex Wealth Advisors Schwab Short Term Us Treasury Transaction History

Ibex Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 22, 2022	SELL	$50.83 - $51.21 $5,794 - $5,837	-114 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $5,834 - $5,848	114 New	114 $6,000
Q3 2019 Nov 12, 2019	SELL	$50.39 - $50.59 $154,394 - $155,007	-3,064 Closed	0 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-19,469 Reduced 86.4%	3,064 $155,000
Q1 2019 May 01, 2019	BUY	N/A	1,792 Added 8.64%	22,533 $1.13 Million
Q4 2018 Feb 01, 2019	BUY	N/A	20,741 New	20,741 $1.04 Million

606

168M

42K

33.9K

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