Pb Mares Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History

Pb Mares Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	BUY	$49.69 - $52.46 $190,660 - $201,289	3,837 New	3,837 $200,000
Q1 2023 Apr 27, 2023	BUY	$51.68 - $53.62 $198,296 - $205,739	3,837 New	3,837 $205,000
Q2 2022 Jul 21, 2022	SELL	$55.59 - $60.15 $132,526 - $143,397	-2,384 Reduced 38.32%	3,837 $214,000
Q4 2021 Feb 02, 2022	BUY	$62.25 - $63.89 $39,342 - $40,378	632 Added 11.31%	6,221 $391,000
Q3 2021 Nov 02, 2021	BUY	$62.25 - $63.89 $347,915 - $357,081	5,589 New	5,589 $350,000

685

155M

60.2K

1.3K

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Pb Mares Wealth Management LLC with notifications on news.