Platte River Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Platte River Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 07, 2023	SELL	$18.01 - $21.78 $171,671 - $207,606	-9,532 Reduced 16.14%	49,518 $965,000
Q4 2022 Jan 13, 2023	BUY	$17.68 - $20.46 $406,463 - $470,375	22,990 Added 63.75%	59,050 $0
Q3 2022 Oct 21, 2022	SELL	$18.45 - $23.6 $449,589 - $575,084	-24,368 Reduced 40.33%	36,060 $674,000
Q2 2022 Jul 08, 2022	BUY	$20.18 - $25.97 $252,048 - $324,365	12,490 Added 26.05%	60,428 $1.27 Million
Q1 2022 Apr 19, 2022	BUY	$22.75 - $26.16 $545,294 - $627,029	23,969 Added 100.0%	47,938 $1.19 Million
Q4 2021 Jan 12, 2022	SELL	$22.99 - $26.35 $1,310 - $1,501	-57 Reduced 0.24%	23,969 $1.21 Million
Q3 2021 Oct 20, 2021	SELL	$22.84 - $24.92 $91 - $99	-4 Reduced 0.02%	24,026 $1.1 Million
Q2 2021 Jul 15, 2021	SELL	$20.92 - $23.68 $481 - $544	-23 Reduced 0.1%	24,030 $1.1 Million
Q4 2020 Jan 22, 2021	SELL	$17.04 - $19.33 $19,016 - $21,572	-1,116 Reduced 4.43%	24,053 $916,000
Q3 2020 Nov 04, 2020	SELL	$16.99 - $18.73 $45,193 - $49,821	-2,660 Reduced 9.56%	25,169 $890,000
Q2 2020 Jul 07, 2020	BUY	$14.77 - $20.35 $411,034 - $566,320	27,829 New	27,829 $1 Million

532

175M

22.2K

84.6K

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