Ica Group Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Ica Group Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$48.64 - $49.88 $10,992 - $11,272	-226 Reduced 51.13%	216 $10,000
Q4 2023 Mar 07, 2024	BUY	$47.09 - $49.87 $20,813 - $22,042	442 New	442 $21,000
Q2 2023 Aug 11, 2023	SELL	$49.25 - $50.96 $121,401 - $125,616	-2,465 Reduced 68.55%	1,131 $55,000
Q1 2023 May 12, 2023	SELL	$48.55 - $50.78 $458,117 - $479,160	-9,436 Reduced 72.41%	3,596 $181,000
Q4 2022 Feb 14, 2023	BUY	$48.12 - $50.24 $112,552 - $117,511	2,339 Added 21.87%	13,032 $641,000
Q3 2022 Nov 10, 2022	SELL	$48.68 - $52.54 $19,861 - $21,436	-408 Reduced 3.68%	10,693 $525,000
Q2 2022 Oct 03, 2022	BUY	$50.08 - $52.78 $555,938 - $585,910	11,101 New	11,101 $572,000

399

181M

1.2K

16.7K

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