One Wealth Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

One Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$45.76 - $47.27 $65,162 - $67,312	1,424 New	1,424 $66,000
Q1 2022 May 16, 2022	SELL	$48.35 - $50.5 $5.43 Million - $5.67 Million	-112,203 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $602,266 - $610,270	-11,945 Reduced 9.62%	112,203 $5.67 Million
Q3 2021 Nov 15, 2021	SELL	$51.05 - $51.3 $28,077 - $28,215	-550 Reduced 0.44%	124,148 $6.34 Million
Q2 2021 Aug 16, 2021	BUY	$50.92 - $51.3 $2.05 Million - $2.07 Million	40,331 Added 47.8%	124,698 $6.38 Million
Q1 2021 May 17, 2021	BUY	$50.81 - $51.4 $4.29 Million - $4.34 Million	84,367 New	84,367 $4.3 Million

100

4.87M

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