Keebeck Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Keebeck Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$60.93 - $72.3 $82,316 - $97,677	-1,351 Reduced 29.59%	3,214 $201,000
Q1 2022 May 16, 2022	SELL	$67.71 - $74.19 $22,547 - $24,705	-333 Reduced 6.8%	4,565 $326,000
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $7,265 - $7,843	107 Added 2.23%	4,898 $359,000
Q3 2021 Nov 16, 2021	SELL	$66.91 - $71.05 $503,631 - $534,793	-7,527 Reduced 61.11%	4,791 $323,000
Q2 2021 Aug 16, 2021	SELL	$65.81 - $69.75 $1,776 - $1,883	-27 Reduced 0.22%	12,318 $842,000
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $442,379 - $494,748	7,535 Added 156.65%	12,345 $806,000
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $244,492 - $286,339	4,810 New	4,810 $286,000

834

112M

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