Personal Cfo Solutions, LLC Schwab Short Term Us Treasury Transaction History

Personal Cfo Solutions, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$48.06 - $48.89 $5,526 - $5,622	115 Added 2.32%	5,079 $244,000
Q1 2023 May 09, 2023	BUY	$47.8 - $49.0 $237,279 - $243,236	4,964 New	4,964 $242,000
Q2 2022 Aug 05, 2022	BUY	$48.73 - $49.59 $307,827 - $313,260	6,317 New	6,317 $311,000
Q3 2020 Nov 02, 2020	SELL	$51.49 - $51.63 $1.14 Million - $1.15 Million	-22,178 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$51.53 - $51.71 $2.02 Million - $2.03 Million	-39,250 Reduced 63.9%	22,178 $1.15 Million
Q1 2020 Apr 30, 2020	BUY	$50.48 - $51.73 $3.1 Million - $3.18 Million	61,428 New	61,428 $3.18 Million

627

209M

74.3K

30.8K

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