Lloyd Advisory Services, Llc. Schwab Strategic Us Tips ETF Transaction History

Lloyd Advisory Services, Llc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$51.7 - $53.83 $115,911 - $120,686	2,242 Added 5.01%	47,037 $2.44 Million
Q3 2022 Nov 02, 2022	BUY	N/A	22,221 Added 98.44%	44,795 $2.32 Million
Q2 2022 Aug 15, 2022	BUY	N/A	457 Added 2.07%	22,574 $1.26 Million
Q1 2022 May 02, 2022	BUY	N/A	22,117 New	22,117 $1.34 Million
Q2 2021 Aug 09, 2021	SELL	N/A	-13 Closed	0 $0

Q1 2021 May 04, 2021	SELL	N/A	-947 Reduced 98.65%	13 $1,000
Q4 2020 Feb 04, 2021	SELL	N/A	-591 Reduced 38.1%	960 $60,000
Q3 2020 Oct 28, 2020	BUY	N/A	41 Added 2.72%	1,551 $96,000
Q2 2020 Aug 07, 2020	BUY	N/A	818 Added 118.21%	1,510 $91,000
Q1 2020 Jun 03, 2020	SELL	N/A	-270 Reduced 28.07%	692 $40,000
Q4 2019 Feb 12, 2020	BUY	N/A	962 New	962 $55,000

677

159M

123K

4.8K

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