M Holdings Securities, Inc. Schwab Strategic U.S. Reit ETF Transaction History

M Holdings Securities, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 16, 2019	SELL	N/A	-5,463 Closed	0 $0
Q1 2019 May 17, 2019	SELL	N/A	-37 Reduced 0.67%	5,463 $243,000
Q4 2018 Feb 15, 2019	SELL	N/A	-562 Reduced 9.27%	5,500 $212,000
Q3 2018 Nov 16, 2018	SELL	N/A	-10 Reduced 0.16%	6,062 $253,000
Q2 2018 Aug 17, 2018	SELL	N/A	-2 Reduced 0.03%	6,072 $254,000

Q1 2018 May 18, 2018	BUY	N/A	688 Added 12.77%	6,074 $232,000
Q4 2017 Feb 15, 2018	SELL	N/A	-735 Reduced 12.01%	5,386 $395,000
Q3 2017 Nov 15, 2017	BUY	N/A	278 Added 4.76%	6,121 $252,000
Q2 2017 Aug 22, 2017	BUY	N/A	5,843	5,843 $241,000

504

248M

36K

1.6K

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