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

Steel Peak Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$43.35 - $54.51 $166,290 - $209,100	-3,836 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $72,680 - $84,072	1,468 Added 61.99%	3,836 $207,000
Q4 2021 Jan 31, 2022	SELL	$51.9 - $57.29 $48,007 - $52,993	-925 Reduced 28.09%	2,368 $270,000
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $41,937 - $44,721	814 Added 32.84%	3,293 $343,000
Q1 2021 May 18, 2021	SELL	$44.9 - $48.34 $23,662 - $25,475	-527 Reduced 17.53%	2,479 $238,000
Q4 2020 Feb 04, 2021	BUY	$39.35 - $45.48 $118,286 - $136,712	3,006 New	3,006 $273,000
Q1 2020 Apr 16, 2020	SELL	$26.61 - $40.52 $120,969 - $184,203	-4,546 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$34.42 - $38.54 $156,473 - $175,202	4,546 New	4,546 $349,000

1,353

349M

34.3K

1.2K

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