Ritholtz Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Ritholtz Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	BUY	$65.29 - $71.03 $192,083 - $208,970	2,942 New	2,942 $208,000
Q1 2020 Apr 09, 2020	SELL	$35.83 - $62.24 $126,694 - $220,080	-3,536 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$54.56 - $60.24 $7,638 - $8,433	-140 Reduced 3.81%	3,536 $213,000
Q3 2019 Oct 17, 2019	BUY	$56.23 - $57.59 $206,701 - $211,700	3,676 New	3,676 $208,000

912

94.8M

6.2K

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