Southern Wealth Management, LLP Schwab Us Aggregate Bond ETF Transaction History

Southern Wealth Management, LLP

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	N/A	-4,552 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	17 Added 0.37%	4,552 $230,000
Q4 2021 Feb 10, 2022	BUY	N/A	31 Added 0.69%	4,535 $244,000
Q3 2021 Nov 15, 2021	BUY	N/A	16 Added 0.36%	4,504 $244,000
Q2 2021 Aug 13, 2021	BUY	N/A	102 Added 2.33%	4,488 $246,000

Q1 2021 May 17, 2021	BUY	N/A	8 Added 0.18%	4,386 $237,000
Q4 2020 Feb 16, 2021	BUY	N/A	67 Added 1.55%	4,378 $245,000
Q3 2020 Nov 25, 2020	BUY	N/A	11 Added 0.26%	4,311 $242,000
Q2 2020 Aug 14, 2020	SELL	N/A	-54 Reduced 1.24%	4,300 $242,000
Q1 2020 May 14, 2020	BUY	N/A	20 Added 0.46%	4,354 $236,000
Q4 2019 May 14, 2020	BUY	N/A	4,334 New	4,334 $232,000

603

105M

600

3.6K

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