Marietta Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Marietta Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 07, 2020	SELL	$34.42 - $38.54 $178,123 - $199,444	-5,175 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$35.28 - $36.01 $182,574 - $186,351	5,175 New	5,175 $367,000
Q1 2019 May 09, 2019	SELL	N/A	-5,257 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	N/A	93 Added 1.8%	5,257 $314,000
Q3 2018 Nov 13, 2018	SELL	N/A	-699 Reduced 11.92%	5,164 $359,000
Q2 2018 Aug 08, 2018	SELL	N/A	-415 Reduced 6.61%	5,863 $381,000
Q1 2018 May 14, 2018	BUY	N/A	56 Added 0.9%	6,278 $396,000
Q4 2017 Feb 06, 2018	BUY	N/A	16 Added 0.26%	6,222 $397,000
Q3 2017 Nov 13, 2017	BUY	N/A	16 Added 0.26%	6,206 $373,000
Q2 2017 Aug 11, 2017	BUY	N/A	6,190	6,190 $358,000

1,353

349M

34.3K

1.2K

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

Stay updated on Marietta Wealth Management, LLC with notifications on news.