Sky Oak Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Sky Oak Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 03, 2020	SELL	$36.93 - $42.52 $269,035 - $309,758	-7,285 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$28.84 - $38.49 $43,692 - $58,312	1,515 Added 26.26%	7,285 $535,000
Q1 2020 May 04, 2020	BUY	$26.18 - $40.44 $73,539 - $113,595	2,809 Added 94.87%	5,770 $349,000
Q4 2019 Feb 04, 2020	BUY	$34.47 - $38.58 $102,065 - $114,235	2,961 New	2,961 $228,000

1,265

422M

365K

32.6K

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