Ima Wealth, Inc. Schwab Strategic Us Tips ETF Transaction History

Ima Wealth, Inc.

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 28, 2023	BUY	$50.37 - $52.48 $402 - $419	8 Added 1.4%	578 $29,000
Q2 2023 Aug 15, 2023	SELL	$52.18 - $54.02 $179,812 - $186,152	-3,446 Reduced 85.81%	570 $29,000
Q1 2023 May 15, 2023	BUY	$51.68 - $53.62 $9,715 - $10,080	188 Added 4.91%	4,016 $215,000
Q4 2022 Feb 15, 2023	SELL	$51.7 - $53.83 $18,767 - $19,540	-363 Reduced 8.66%	3,828 $198,000
Q3 2022 Nov 15, 2022	SELL	N/A	-96 Reduced 2.24%	4,191 $217,000

Q2 2022 Aug 18, 2022	BUY	N/A	287 Added 7.18%	4,287 $239,000
Q1 2022 Jun 13, 2022	BUY	N/A	922 Added 29.95%	4,000 $243,000
Q4 2021 Feb 14, 2022	SELL	N/A	-200 Reduced 6.1%	3,078 $194,000
Q3 2021 Nov 03, 2021	SELL	N/A	-54 Reduced 1.62%	3,278 $205,000
Q2 2021 Aug 13, 2021	BUY	N/A	277 Added 9.07%	3,332 $208,000
Q1 2021 May 13, 2021	BUY	N/A	19 Added 0.63%	3,055 $187,000
Q4 2020 Feb 08, 2021	BUY	N/A	8 Added 0.26%	3,036 $188,000
Q3 2020 Nov 16, 2020	BUY	N/A	309 Added 11.36%	3,028 $187,000
Q2 2020 Aug 13, 2020	BUY	N/A	725 Added 36.36%	2,719 $163,000
Q1 2020 Apr 14, 2020	SELL	N/A	-747 Reduced 27.25%	1,994 $115,000
Q4 2019 Feb 24, 2020	SELL	N/A	-95 Reduced 3.35%	2,741 $155,000
Q3 2019 Oct 29, 2019	BUY	N/A	101 Added 3.69%	2,836 $161,000
Q2 2019 Jul 19, 2019	BUY	N/A	167 Added 6.5%	2,735 $154,000
Q1 2019 May 09, 2019	BUY	N/A	1,626 Added 172.61%	2,568 $141,000
Q4 2018 Jan 15, 2019	SELL	N/A	-11 Reduced 1.15%	942 $50,000
Q3 2018 Oct 18, 2018	BUY	N/A	110 Added 13.05%	953 $51,000
Q2 2018 Aug 01, 2018	BUY	N/A	843 New	843 $46,000

677

159M

123K

4.8K

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