Steel Peak Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Steel Peak Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$61.16 - $70.24 $1.22 Million - $1.4 Million	19,921 New	19,921 $1.4 Million
Q1 2021 May 18, 2021	SELL	$58.71 - $65.66 $210,123 - $234,997	-3,579 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$50.83 - $59.53 $181,920 - $213,057	3,579 New	3,579 $213,000
Q1 2020 Apr 16, 2020	SELL	$38.4 - $61.03 $128,870 - $204,816	-3,356 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$54.73 - $60.25 $183,673 - $202,199	3,356 New	3,356 $202,000

804

105M

3.2K

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