Ivc Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Ivc Wealth Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$51.1 - $52.24 $10,679 - $10,918	-209 Reduced 5.1%	3,890 $202,000
Q1 2024 Apr 19, 2024	BUY	$51.32 - $52.45 $1,950 - $1,993	38 Added 0.94%	4,099 $213,000
Q4 2023 Jan 10, 2024	BUY	$49.69 - $52.46 $201,791 - $213,040	4,061 New	4,061 $211,000
Q2 2023 Jul 13, 2023	BUY	$52.18 - $54.02 $211,381 - $218,835	4,051 New	4,051 $212,000
Q3 2022 Oct 12, 2022	BUY	$51.8 - $57.88 $241,284 - $269,605	4,658 New	4,658 $241,000
Q2 2022 Jul 11, 2022	SELL	$55.59 - $60.15 $234,756 - $254,013	-4,223 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$59.94 - $62.99 $253,126 - $266,006	4,223 New	4,223 $256,000

685

155M

60.2K

1.3K

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