One Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

One Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$43.87 - $44.99 $2.21 Million - $2.26 Million	-50,340 Reduced 71.4%	20,165 $897,000
Q4 2023 Feb 13, 2024	BUY	$40.96 - $45.17 $177,602 - $195,857	4,336 Added 6.55%	70,505 $3.17 Million
Q3 2023 Nov 01, 2023	BUY	$42.12 - $44.19 $2.79 Million - $2.92 Million	66,169 New	66,169 $2.79 Million
Q3 2022 Nov 14, 2022	BUY	$41.61 - $46.11 $443,895 - $491,901	10,668 New	10,668 $448,000
Q2 2021 Aug 16, 2021	SELL	$51.28 - $52.56 $2.14 Million - $2.2 Million	-41,793 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$51.17 - $53.57 $2.14 Million - $2.24 Million	41,793 New	41,793 $2.15 Million

195

19.4M

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