Tevis Investment Management Schwab Strategic U.S. Reit ETF Transaction History

Tevis Investment Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 16, 2023	SELL	$17.52 - $20.27 $6,780 - $7,844	-387 Reduced 3.41%	10,955 $194,000
Q2 2023 Aug 01, 2023	SELL	$18.34 - $19.64 $23,310 - $24,962	-1,271 Reduced 10.08%	11,342 $221,000
Q1 2023 May 02, 2023	SELL	$18.01 - $21.78 $143,125 - $173,085	-7,947 Reduced 38.65%	12,613 $245,000
Q4 2022 Jan 30, 2023	BUY	$17.68 - $20.46 $363,500 - $420,657	20,560 New	20,560 $396,000
Q1 2022 Aug 05, 2022	SELL	$22.75 - $26.16 $276,617 - $318,079	-12,159 Closed	0 $0
Q4 2021 Aug 05, 2022	BUY	$22.99 - $26.35 $279,535 - $320,389	12,159 New	12,159 $639,000

533

175M

22.2K

84.6K

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