Precision Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Precision Wealth Strategies, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $368,171 - $433,406	5,482 Added 6.69%	87,461 $6.61 Million
Q3 2022 Oct 25, 2022	SELL	$66.43 - $77.87 $2.22 Million - $2.6 Million	-33,386 Reduced 28.94%	81,979 $5.85 Million
Q2 2022 Jul 14, 2022	BUY	$70.31 - $80.24 $2.63 Million - $3 Million	37,335 Added 47.85%	115,365 $8.22 Million
Q1 2022 May 04, 2022	BUY	$75.14 - $81.94 $2.15 Million - $2.34 Million	28,613 Added 57.9%	78,030 $6.16 Million
Q4 2021 Jan 19, 2022	SELL	$74.93 - $80.86 $548,787 - $592,218	-7,324 Reduced 12.91%	49,417 $3.99 Million
Q3 2021 Nov 02, 2021	BUY	$74.23 - $78.13 $4.21 Million - $4.43 Million	56,741 New	56,741 $4.21 Million

1,751

275M

1.92M

1.16M

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