National Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History

National Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $776 - $875	-19 Reduced 0.36%	5,256 $218 Million
Q2 2023 Aug 09, 2023	SELL	$39.91 - $43.82 $239 - $262	-6 Reduced 0.11%	5,275 $237 Million
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $210,289 - $244,827	5,281 New	5,281 $213 Million
Q4 2022 Nov 17, 2023	BUY	$38.25 - $43.54 $1,912 - $2,177	50 Added 0.95%	5,306 $215 Million
Q2 2022 Nov 17, 2023	BUY	$37.88 - $48.01 $17,159 - $21,748	453 Added 8.62%	5,709 $223 Million

1,147

147M

55.6K

7.8K

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