Loveless Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Loveless Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$22.84 - $24.92 $293,197 - $319,898	-12,837 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$20.92 - $23.68 $32,739 - $37,059	-1,565 Reduced 10.87%	12,837 $588,000
Q1 2021 May 03, 2021	SELL	$18.25 - $20.79 $912 - $1,039	-50 Reduced 0.35%	14,402 $592,000
Q4 2020 Jan 27, 2021	SELL	$17.04 - $19.33 $170 - $193	-10 Reduced 0.07%	14,452 $549,000
Q3 2020 Oct 14, 2020	SELL	$16.99 - $18.73 $10,193 - $11,238	-600 Reduced 3.98%	14,462 $512,000
Q1 2020 Apr 20, 2020	BUY	$13.54 - $24.27 $4,617 - $8,276	341 Added 2.32%	15,062 $493,000
Q4 2019 Jan 23, 2020	BUY	$22.24 - $24.07 $327,395 - $354,334	14,721 New	14,721 $673,000

516

256M

28.4K

83.1K

Get notified when there are updates to the investment portfolio of Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Loveless Wealth Management LLC with notifications on news.