Toroso Investments, LLC Schwab Intermediate Term Us Tr Transaction History

Toroso Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	BUY	$47.78 - $49.59 $10.3 Million - $10.7 Million	216,177 New	216,177 $10.4 Million
Q1 2023 May 15, 2023	BUY	$48.55 - $50.78 $2.64 Million - $2.76 Million	54,413 Added 18.18%	353,746 $17.8 Million
Q4 2022 Feb 15, 2023	SELL	$48.12 - $50.24 $8.74 Million - $9.13 Million	-181,731 Reduced 37.78%	299,333 $14.7 Million
Q3 2022 Nov 23, 2022	BUY	$48.68 - $52.54 $23.4 Million - $25.3 Million	481,064 New	481,064 $23.6 Million
Q4 2020 Feb 16, 2021	SELL	$57.98 - $58.64 $72.5 Million - $73.3 Million	-1,250,793 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$58.56 - $58.96 $73.2 Million - $73.7 Million	1,250,793 New	1,250,793 $73.4 Million

399

181M

1.2K

16.7K

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