Opes Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Opes Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	BUY	$61.05 - $69.94 $685,408 - $785,216	11,227 New	11,227 $736,000
Q4 2019 Jan 30, 2020	SELL	$54.56 - $60.24 $581,936 - $642,519	-10,666 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$56.23 - $57.59 $94,466 - $96,751	-1,680 Reduced 13.61%	10,666 $603,000
Q2 2019 Jul 30, 2019	SELL	N/A	-906 Reduced 6.84%	12,346 $705,000
Q1 2019 Apr 30, 2019	BUY	N/A	13,252 New	13,252 $734,000

950

108M

8.1K

3.6K

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