Independent Advisor Alliance Schwab Intermediate Term Us Tr Transaction History

Independent Advisor Alliance

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$50.08 - $52.78 $266,275 - $280,631	-5,317 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$52.72 - $55.84 $28,732 - $30,432	-545 Reduced 9.3%	5,317 $283,000
Q1 2021 May 14, 2021	SELL	$56.41 - $58.25 $114,681 - $118,422	-2,033 Reduced 25.75%	5,862 $331,000
Q1 2020 May 14, 2020	SELL	$55.04 - $58.78 $21,300 - $22,747	-387 Reduced 4.67%	7,895 $464,000
Q4 2019 Feb 07, 2020	BUY	$54.79 - $56.05 $21,203 - $21,691	387 Added 4.9%	8,282 $455,000
Q3 2019 Nov 12, 2019	BUY	$54.92 - $55.68 $433,593 - $439,593	7,895 New	7,895 $434,000
Q2 2019 Aug 12, 2019	SELL	N/A	-7,895 Closed	0 $0
Q1 2019 May 07, 2019	BUY	N/A	7,895 New	7,895 $425,000

399

181M

1.2K

16.7K

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

Stay updated on Independent Advisor Alliance with notifications on news.