Selective Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Selective Wealth Management, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$48.15 - $49.37 $8,907 - $9,133	-185 Reduced 4.34%	4,073 $197,000
Q2 2022 Jul 28, 2022	BUY	$48.73 - $49.59 $98,775 - $100,518	2,027 Added 90.86%	4,258 $209,000
Q1 2022 Apr 20, 2022	BUY	$49.47 - $50.82 $84,395 - $86,698	1,706 Added 324.95%	2,231 $111,000
Q1 2020 Apr 16, 2020	SELL	$50.48 - $51.73 $73,397 - $75,215	-1,454 Reduced 73.47%	525 $27,000
Q4 2019 Jan 10, 2020	SELL	$50.38 - $50.71 $19,648 - $19,776	-390 Reduced 16.46%	1,979 $100,000
Q3 2019 Oct 29, 2019	BUY	$50.39 - $50.59 $119,373 - $119,847	2,369 New	2,369 $120,000

623

184M

74.3K

30.8K

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