Personal Wealth Partners Schwab Strategic Tr Us Dividen Transaction History

Personal Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	N/A	-8,933 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	N/A	1,751 Added 24.38%	8,933 $705,000
Q4 2021 Feb 14, 2022	BUY	N/A	15 Added 0.21%	7,182 $581,000
Q3 2021 Oct 20, 2021	BUY	N/A	2,844 Added 65.79%	7,167 $532,000
Q2 2021 Jul 23, 2021	BUY	N/A	4,323 New	4,323 $327,000

Q1 2020 May 07, 2020	SELL	N/A	-2,628 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	N/A	2,628 New	2,628 $144,000

1,642

271M

1.95M

715K

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