One Ascent Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History

One Ascent Financial Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$75.25 - $80.63 $14,222 - $15,239	-189 Reduced 1.0%	18,636 $1.5 Million
Q4 2023 Jan 11, 2024	BUY	$66.9 - $76.32 $638,292 - $728,169	9,541 Added 102.77%	18,825 $1.43 Million
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $655,728 - $702,427	9,284 New	9,284 $657,000
Q3 2022 Nov 02, 2022	BUY	$66.43 - $77.87 $300,728 - $352,517	4,527 Added 4.61%	102,797 $6.83 Million
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $6.91 Million - $7.89 Million	98,270 New	98,270 $7.04 Million

1,751

275M

1.92M

1.16M

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