Oakwell Private Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Oakwell Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 27, 2022	SELL	$28.01 - $33.61 $50,558 - $60,666	-1,805 Reduced 19.52%	7,444 $209,000
Q2 2022 Aug 03, 2022	BUY	$31.13 - $37.19 $3,299 - $3,942	106 Added 1.16%	9,249 $291,000
Q1 2022 May 03, 2022	SELL	$33.67 - $39.47 $2,255 - $2,644	-67 Reduced 0.73%	9,143 $336,000
Q4 2021 Jan 21, 2022	SELL	$37.77 - $40.6 $131,364 - $141,206	-3,478 Reduced 27.41%	9,210 $358,000
Q3 2021 Oct 14, 2021	SELL	$38.35 - $40.79 $18,024 - $19,171	-470 Reduced 3.57%	12,688 $491,000
Q2 2021 Jul 29, 2021	SELL	$38.15 - $40.84 $7,248 - $7,759	-190 Reduced 1.42%	13,158 $519,000
Q1 2021 Apr 21, 2021	SELL	$35.74 - $38.15 $124,839 - $133,257	-3,493 Reduced 20.74%	13,348 $502,000
Q4 2020 Feb 10, 2021	BUY	$30.32 - $36.26 $510,619 - $610,654	16,841 New	16,841 $606,000

1,270

774M

80.7K

8.3K

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