Theory Financial LLC Schwab Strategic U.S. Reit ETF Transaction History

Theory Financial LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$18.34 - $19.64 $38,715 - $41,460	-2,111 Reduced 14.28%	12,669 $247,000
Q1 2023 May 12, 2023	BUY	$18.01 - $21.78 $1,963 - $2,374	109 Added 0.74%	14,780 $288,000
Q4 2022 Feb 07, 2023	SELL	$17.68 - $20.46 $9,299 - $10,761	-526 Reduced 3.46%	14,671 $283,000
Q2 2022 Aug 10, 2022	BUY	$20.18 - $25.97 $306,675 - $394,666	15,197 New	15,197 $325,000

533

175M

22.2K

84.6K

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