Soundmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Soundmark Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$27.74 - $30.27 $23,051 - $25,154	-831 Reduced 4.93%	16,030 $484,000
Q4 2023 Jan 09, 2024	BUY	$24.88 - $28.69 $24 - $28	1 Added 0.01%	16,861 $482,000
Q2 2023 Jul 13, 2023	BUY	$26.46 - $28.05 $46,146 - $48,919	1,744 Added 11.54%	16,860 $460,000
Q1 2023 Apr 10, 2023	SELL	$25.21 - $27.45 $1,084 - $1,180	-43 Reduced 0.28%	15,116 $407,000
Q4 2022 Jan 12, 2023	SELL	$21.47 - $25.85 $225,435 - $271,425	-10,500 Reduced 40.92%	15,159 $0
Q3 2022 Oct 12, 2022	BUY	$21.44 - $25.78 $304,233 - $365,818	14,190 Added 123.72%	25,659 $553,000
Q2 2022 Jul 11, 2022	BUY	$23.87 - $28.49 $273,765 - $326,751	11,469 New	11,469 $277,000

539

179M

7.8K

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