Precision Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History

Precision Wealth Strategies, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$58.7 - $64.78 $397,809 - $439,014	6,777 Added 91.11%	14,215 $913,000
Q1 2024 May 01, 2024	SELL	$55.41 - $62.08 $2.18 Million - $2.44 Million	-39,355 Reduced 84.1%	7,438 $461,000
Q4 2023 Feb 02, 2024	SELL	$48.47 - $56.6 $130,917 - $152,876	-2,701 Reduced 5.46%	46,793 $2.64 Million
Q3 2023 Oct 31, 2023	BUY	$50.36 - $54.21 $2.49 Million - $2.68 Million	49,494 New	49,494 $2.5 Million
Q3 2021 Nov 02, 2021	SELL	$51.52 - $54.94 $1.43 Million - $1.52 Million	-27,661 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$48.62 - $52.01 $1.34 Million - $1.44 Million	27,661 New	27,661 $2.88 Million

1,353

349M

34.3K

1.2K

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