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	$48.33 - $50.24 $8.78 Million - $9.13 Million	-181,731 Reduced 37.78%	299,333 $14.7 Million
Q3 2022 Nov 23, 2022	BUY	N/A	481,064 New	481,064 $23.6 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-1,250,793 Closed	0 $0

Q3 2020 Nov 16, 2020	BUY	N/A	1,250,793 New	1,250,793 $73.4 Million

382

142M

3.1K

4.5K

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