Strategies Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Strategies Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$60.89 - $67.39 $192,473 - $213,019	3,161 New	3,161 $213 Million
Q1 2023 Jun 27, 2023	BUY	$52.49 - $57.54 $238,199 - $261,116	4,538 New	4,538 $249 Million
Q2 2022 Jun 27, 2023	SELL	$49.93 - $59.29 $215,997 - $256,488	-4,326 Closed	0 $0
Q1 2022 Jun 27, 2023	BUY	$55.41 - $59.9 $26,375 - $28,512	476 Added 12.36%	4,326 $253 Million
Q4 2021 Jun 26, 2023	BUY	$54.44 - $58.74 $209,594 - $226,149	3,850 New	3,850 $226 Million

564

187M

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