Merriman Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Merriman Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 31, 2020	SELL	$14.77 - $20.35 $125,013 - $172,242	-8,464 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$13.54 - $24.27 $1,083 - $1,941	80 Added 0.95%	8,464 $277,000
Q4 2019 Jan 23, 2020	BUY	$22.24 - $24.07 $1,089 - $1,179	49 Added 0.59%	8,384 $385,000
Q3 2019 Oct 18, 2019	BUY	$23.18 - $23.61 $3,036 - $3,092	131 Added 1.6%	8,335 $393,000
Q2 2019 Jul 31, 2019	BUY	N/A	2,098 Added 34.36%	8,204 $3.64 Million
Q1 2019 Apr 23, 2019	BUY	N/A	93 Added 1.55%	6,106 $271,000
Q4 2018 Jan 28, 2019	BUY	N/A	6,013 New	6,013 $229,000

532

175M

22.2K

84.6K

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