Perfromance Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Perfromance Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$70.63 - $75.66 $326,663 - $349,927	-4,625 Reduced 2.71%	166,346 $11.8 Million
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $261,569 - $279,567	3,781 Added 2.26%	170,971 $12.4 Million
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $3.37 Million - $3.75 Million	47,998 Added 40.27%	167,190 $12.2 Million
Q4 2022 Jan 19, 2023	BUY	$67.16 - $79.06 $8 Million - $9.42 Million	119,192 New	119,192 $0

1,760

276M

1.92M

1.16M

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