Segment Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Segment Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	$18.68 - $28.22 $2.62 Million - $3.96 Million	-140,339 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$24.83 - $27.51 $732,733 - $811,820	29,510 Added 26.63%	140,339 $3.84 Million
Q3 2019 Oct 22, 2019	BUY	$25.08 - $25.94 $263,013 - $272,032	10,487 Added 10.45%	110,829 $2.79 Million
Q2 2019 Jul 29, 2019	BUY	N/A	6,848 Added 7.32%	100,342 $2.63 Million
Q1 2019 Apr 30, 2019	BUY	N/A	6,634 Added 7.64%	93,494 $2.43 Million
Q4 2018 Jan 31, 2019	BUY	N/A	86,860 New	86,860 $2.04 Million

778

141M

28.1K

200

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