Transform Wealth, LLC Schwab Strategic Us Tips ETF Transaction History

Transform Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	BUY	$51.68 - $53.62 $197,469 - $204,882	3,821 New	3,821 $204,000
Q3 2022 Oct 21, 2022	SELL	$51.8 - $57.88 $7,148 - $7,987	-138 Reduced 2.45%	5,489 $284,000
Q2 2022 Jul 15, 2022	SELL	$55.59 - $60.15 $4,224 - $4,571	-76 Reduced 1.33%	5,627 $314,000
Q1 2022 Apr 25, 2022	BUY	$59.94 - $62.99 $88,831 - $93,351	1,482 Added 35.11%	5,703 $346,000
Q4 2021 Jan 26, 2022	BUY	$62.25 - $63.89 $4,855 - $4,983	78 Added 1.88%	4,221 $265,000
Q3 2021 Oct 15, 2021	BUY	$62.25 - $63.89 $51,045 - $52,389	820 Added 24.68%	4,143 $259,000
Q2 2021 Jul 20, 2021	BUY	$61.03 - $62.53 $202,802 - $207,787	3,323 New	3,323 $208,000

686

156M

60.2K

1.3K

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