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

Selective Wealth Management, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 20, 2022	BUY	$49.51 - $57.27 $643 - $744	13 Added 100.0%	26 $1,000
Q2 2021 Aug 04, 2021	SELL	$48.62 - $52.01 $4,278 - $4,576	-88 Reduced 87.13%	13 $0
Q4 2020 Jan 22, 2021	SELL	$39.35 - $45.48 $4,682 - $5,412	-119 Reduced 54.09%	101 $9,000
Q3 2020 Oct 21, 2020	SELL	$37.26 - $43.03 $4,098 - $4,733	-110 Reduced 33.33%	220 $18,000
Q2 2020 Jul 15, 2020	BUY	$29.25 - $38.76 $29 - $38	1 Added 0.3%	330 $24,000
Q1 2020 Apr 16, 2020	BUY	$26.61 - $40.52 $26 - $40	1 Added 0.3%	329 $20,000
Q4 2019 Jan 10, 2020	BUY	$34.42 - $38.54 $68 - $77	2 Added 0.61%	328 $25,000
Q3 2019 Oct 29, 2019	BUY	$35.28 - $36.01 $11,501 - $11,739	326 New	326 $23,000
Q1 2019 Apr 04, 2019	SELL	N/A	-312 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	N/A	312 New	312 $22,000

1,353

349M

34.3K

1.2K

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