Tilia Fiduciary Partners, Inc. Schwab Short Term Us Treasury Transaction History

Tilia Fiduciary Partners, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$48.06 - $48.89 $67,235 - $68,397	1,399 Added 235.92%	1,992 $95,000
Q1 2023 May 10, 2023	SELL	$47.8 - $49.0 $8,221 - $8,428	-172 Reduced 22.48%	593 $28,000
Q4 2022 Feb 10, 2023	SELL	$47.89 - $48.47 $14,654 - $14,831	-306 Reduced 28.57%	765 $36,000
Q3 2022 Oct 26, 2022	SELL	$48.15 - $49.37 $22,052 - $22,611	-458 Reduced 29.95%	1,071 $52,000
Q2 2022 Aug 01, 2022	SELL	$48.73 - $49.59 $1,559 - $1,586	-32 Reduced 2.05%	1,529 $75,000
Q1 2022 Apr 18, 2022	BUY	$49.47 - $50.82 $544 - $559	11 Added 0.71%	1,561 $77,000
Q4 2021 Feb 14, 2022	BUY	$50.83 - $51.21 $78,786 - $79,375	1,550 New	1,550 $79,000

607

168M

42K

33.9K

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