Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Oxinas Partners Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$57.57 - $63.3 $3,454 - $3,798	60 Added 1.55%	3,929 $247,000
Q1 2024 Apr 18, 2024	SELL	$54.61 - $61.05 $8,191 - $9,157	-150 Reduced 3.73%	3,869 $236,000
Q4 2023 Jan 22, 2024	SELL	$47.61 - $55.91 $5,094 - $5,982	-107 Reduced 2.59%	4,019 $223,000
Q3 2023 Oct 25, 2023	SELL	$49.59 - $53.57 $7,091 - $7,660	-143 Reduced 3.35%	4,126 $205,000
Q2 2023 Jul 14, 2023	SELL	$47.08 - $51.7 $329 - $361	-7 Reduced 0.16%	4,269 $220,000
Q1 2023 Apr 12, 2023	SELL	$44.47 - $49.23 $8,982 - $9,944	-202 Reduced 4.51%	4,276 $204,000
Q4 2022 Jan 17, 2023	SELL	$41.94 - $47.81 $93,987 - $107,142	-2,241 Reduced 33.35%	4,478 $0
Q3 2022 Oct 17, 2022	SELL	$41.99 - $50.63 $1.53 Million - $1.84 Million	-36,424 Reduced 84.43%	6,719 $282,000
Q2 2022 Jul 15, 2022	BUY	$42.93 - $53.98 $906,853 - $1.14 Million	21,124 Added 95.94%	43,143 $1.91 Million
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $347,588 - $402,043	7,072 Added 47.31%	22,019 $1.18 Million
Q4 2021 Jan 19, 2022	BUY	$51.87 - $56.86 $775,300 - $849,886	14,947 New	14,947 $1.69 Million

1,182

167M

172K

20.7K

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