M Holdings Securities, Inc. Schwab Strategic Tr Us Large C Transaction History

M Holdings Securities, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 16, 2022	SELL	$58.51 - $69.02 $144,753 - $170,755	-2,474 Reduced 26.61%	6,822 $399,000
Q2 2022 Aug 16, 2022	BUY	$60.93 - $72.3 $18,644 - $22,123	306 Added 3.4%	9,296 $580,000
Q1 2022 May 24, 2022	BUY	$67.71 - $74.19 $608,712 - $666,968	8,990 New	8,990 $642,000
Q2 2021 Aug 19, 2021	SELL	$65.81 - $69.75 $281,074 - $297,902	-4,271 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$58.71 - $65.66 $250,750 - $280,433	4,271 New	4,271 $279,000

836

112M

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