Mark Sheptoff Financial Planning, LLC Schwab Strategic U.S. Reit ETF Transaction History

Mark Sheptoff Financial Planning, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	BUY	$22.75 - $26.16 $341 - $392	15 Added 100.0%	30 $1,000
Q1 2020 May 07, 2020	BUY	$13.54 - $24.27 $203 - $364	15 New	15 $0
Q4 2019 Feb 10, 2020	SELL	$22.24 - $24.07 $6,093 - $6,595	-274 Closed	0 $0
Q1 2018 May 08, 2018	SELL	N/A	-1,926 Reduced 87.55%	274 $10,000
Q3 2017 Nov 09, 2017	BUY	N/A	2,200	2,200 $90,000

533

175M

22.2K

84.6K

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