Segment Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Segment Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 15, 2020	SELL	$39.01 - $57.03 $202,852 - $296,556	-5,200 Closed	0 $0
Q1 2020 Apr 24, 2020	SELL	$35.83 - $62.24 $2,973 - $5,165	-83 Reduced 1.57%	5,200 $219,000
Q4 2019 Jan 23, 2020	SELL	$54.56 - $60.24 $6,820 - $7,530	-125 Reduced 2.31%	5,283 $318,000
Q3 2019 Oct 22, 2019	BUY	$56.23 - $57.59 $32,332 - $33,114	575 Added 11.9%	5,408 $306,000
Q2 2019 Jul 29, 2019	BUY	N/A	856 Added 21.52%	4,833 $276,000
Q1 2019 Apr 30, 2019	BUY	N/A	3,977 New	3,977 $220,000

950

108M

8.1K

3.6K

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