Phillips Financial Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Phillips Financial Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 07, 2019	SELL	N/A	-11,079 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-143 Reduced 1.27%	11,079 $458,000
Q2 2018 Aug 09, 2018	SELL	N/A	-22 Reduced 0.2%	11,222 $465,000
Q1 2018 May 11, 2018	SELL	N/A	-78 Reduced 0.69%	11,244 $429,000
Q4 2017 Feb 01, 2018	BUY	N/A	627 Added 5.86%	11,322 $460,000

Q3 2017 Nov 14, 2017	BUY	N/A	537 Added 5.29%	10,695 $440,000
Q2 2017 Aug 11, 2017	BUY	N/A	10,158	10,158 $420,000

504

248M

36K

1.6K

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