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	$70.31 - $80.24 $628,079 - $716,783	-8,933 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$75.14 - $81.94 $131,570 - $143,476	1,751 Added 24.38%	8,933 $705,000
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $1,123 - $1,212	15 Added 0.21%	7,182 $581,000
Q3 2021 Oct 20, 2021	BUY	$74.23 - $78.13 $211,110 - $222,201	2,844 Added 65.79%	7,167 $532,000
Q2 2021 Jul 23, 2021	BUY	$73.32 - $77.65 $316,962 - $335,680	4,323 New	4,323 $327,000
Q1 2020 May 07, 2020	SELL	$39.5 - $59.28 $103,806 - $155,787	-2,628 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$54.39 - $55.76 $142,936 - $146,537	2,628 New	2,628 $144,000

1,760

276M

1.92M

1.16M

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