Simplicity Wealth,Llc Schwab Intermediate Term Us Tr Transaction History

Simplicity Wealth,Llc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 12, 2022	BUY	$48.68 - $52.54 $48 - $52	1 Added 0.02%	5,851 $287,000
Q2 2022 Jul 19, 2022	SELL	$50.08 - $52.78 $316,305 - $333,358	-6,316 Reduced 51.92%	5,850 $302,000
Q1 2022 May 20, 2022	SELL	$52.72 - $55.84 $318,956 - $337,832	-6,050 Reduced 33.21%	12,166 $648,000
Q4 2021 Feb 25, 2022	BUY	$55.82 - $56.81 $1.02 Million - $1.03 Million	18,216 New	18,216 $1.02 Million

399

181M

1.2K

16.7K

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

Stay updated on Simplicity Wealth,Llc with notifications on news.