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

698

171M

66.2K

2.7K

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Transform Wealth, LLC with notifications on news.