Soundmark Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Soundmark Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$75.25 - $80.63 $58,695 - $62,891	-780 Reduced 8.08%	8,871 $715,000
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $6,489 - $7,403	97 Added 1.02%	9,651 $734,000
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $9,040 - $9,684	-128 Reduced 1.32%	9,554 $676,000
Q2 2023 Jul 13, 2023	SELL	$69.18 - $73.94 $13,559 - $14,492	-196 Reduced 1.98%	9,682 $703,000
Q1 2023 Apr 10, 2023	BUY	$70.28 - $78.03 $6,676 - $7,412	95 Added 0.97%	9,878 $722,000
Q4 2022 Jan 12, 2023	BUY	$67.16 - $79.06 $141,976 - $167,132	2,114 Added 27.57%	9,783 $0
Q3 2022 Oct 12, 2022	BUY	$66.43 - $77.87 $4,517 - $5,295	68 Added 0.89%	7,669 $509,000
Q2 2022 Jul 11, 2022	BUY	$70.31 - $80.24 $82,684 - $94,362	1,176 Added 18.3%	7,601 $545,000
Q1 2022 Apr 11, 2022	BUY	$75.14 - $81.94 $3,080 - $3,359	41 Added 0.64%	6,425 $507,000
Q4 2021 Jan 18, 2022	SELL	$74.93 - $80.86 $17,533 - $18,921	-234 Reduced 3.54%	6,384 $516,000
Q3 2021 Oct 13, 2021	SELL	$74.23 - $78.13 $32,512 - $34,220	-438 Reduced 6.21%	6,618 $491,000
Q2 2021 Jul 13, 2021	BUY	$73.32 - $77.65 $149,719 - $158,561	2,042 Added 40.73%	7,056 $531,000
Q1 2021 Apr 14, 2021	BUY	$63.23 - $73.67 $6,828 - $7,956	108 Added 2.2%	5,014 $366,000
Q4 2020 Jan 27, 2021	BUY	$54.8 - $65.16 $268,848 - $319,674	4,906 New	4,906 $315,000

1,760

276M

1.92M

1.16M

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