Successful Portfolios LLC Schwab Strategic Us Tips ETF Transaction History

Successful Portfolios LLC

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	SELL	$51.68 - $53.62 $32,816 - $34,048	-635 Reduced 9.76%	5,871 $314,000
Q4 2022 Jan 27, 2023	SELL	$51.7 - $53.83 $77,239 - $80,422	-1,494 Reduced 18.68%	6,506 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-1,213 Reduced 13.17%	8,000 $414,000
Q2 2022 Jul 22, 2022	SELL	N/A	-98 Reduced 1.05%	9,213 $514,000
Q1 2022 Apr 21, 2022	SELL	N/A	-177 Reduced 1.87%	9,311 $565,000

Q4 2021 Jan 26, 2022	SELL	N/A	-520 Reduced 5.2%	9,488 $597,000
Q3 2021 Oct 14, 2021	SELL	N/A	-132 Reduced 1.3%	10,008 $626,000
Q2 2021 Jul 23, 2021	BUY	N/A	39 Added 0.39%	10,140 $634,000
Q1 2021 Apr 20, 2021	BUY	N/A	209 Added 2.11%	10,101 $618,000
Q4 2020 Feb 02, 2021	SELL	N/A	-340 Reduced 3.32%	9,892 $614,000
Q3 2020 Oct 13, 2020	SELL	N/A	-19 Reduced 0.19%	10,232 $631,000
Q2 2020 Jul 13, 2020	SELL	N/A	-270 Reduced 2.57%	10,251 $615,000
Q1 2020 Apr 23, 2020	SELL	N/A	-4,787 Reduced 31.27%	10,521 $605,000
Q4 2019 Jan 23, 2020	SELL	N/A	-3,036 Reduced 16.55%	15,308 $867,000
Q3 2019 Oct 11, 2019	BUY	N/A	1,031 Added 5.96%	18,344 $1.04 Million
Q2 2019 Jul 11, 2019	BUY	N/A	314 Added 1.85%	17,313 $975,000
Q1 2019 Apr 22, 2019	BUY	N/A	387 Added 2.33%	16,999 $935,000
Q4 2018 Jan 14, 2019	BUY	N/A	559 Added 3.48%	16,612 $885,000
Q3 2018 Oct 15, 2018	SELL	N/A	-542 Reduced 3.27%	16,053 $866,000
Q2 2018 Jul 24, 2018	BUY	N/A	1,205 Added 7.83%	16,595 $911,000
Q1 2018 May 08, 2018	BUY	N/A	3,600 Added 30.53%	15,390 $845,000
Q4 2017 Feb 09, 2018	BUY	N/A	11,790	11,790 $654,000

677

159M

123K

4.8K

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