Selective Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$66.43 - $77.87 $236,225 - $276,905	-3,556 Reduced 49.16%	3,678 $244,000
Q2 2022 Jul 28, 2022	BUY	$70.31 - $80.24 $498,076 - $568,420	7,084 Added 4722.67%	7,234 $518,000
Q1 2022 Apr 20, 2022	BUY	$75.14 - $81.94 $11,271 - $12,291	150 New	150 $12,000
Q4 2019 Jan 10, 2020	SELL	$52.87 - $58.15 $6,344 - $6,978	-120 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$54.39 - $55.76 $6,526 - $6,691	120 New	120 $7,000

1,760

276M

1.92M

1.16M

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