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

532

175M

22.2K

84.6K

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