Soa Wealth Advisors, Llc. Schwab Strategic U.S. Reit ETF Transaction History

Soa Wealth Advisors, Llc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$16.76 - $20.95 $2,212 - $2,765	-132 Reduced 75.0%	44 $0
Q2 2023 Jul 07, 2023	SELL	$18.34 - $19.64 $366 - $392	-20 Reduced 10.2%	176 $3,000
Q3 2022 Oct 07, 2022	SELL	$18.45 - $23.6 $147 - $188	-8 Reduced 3.92%	196 $3,000
Q1 2022 Apr 07, 2022	BUY	$22.75 - $26.16 $2,821 - $3,243	124 Added 155.0%	204 $5,000
Q1 2021 Apr 26, 2021	BUY	$18.25 - $20.79 $182 - $207	10 Added 14.29%	80 $3,000
Q4 2020 Mar 10, 2021	BUY	$17.04 - $19.33 $1,192 - $1,353	70 New	70 $2,000

531

175M

22.2K

84.6K

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