Triad Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Triad Financial Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $9,335 - $10,989	139 Added 2.76%	5,177 $391,000
Q3 2022 Nov 04, 2022	SELL	$66.43 - $77.87 $797 - $934	-12 Reduced 0.24%	5,038 $335,000
Q1 2022 May 09, 2022	SELL	$75.14 - $81.94 $5,334 - $5,817	-71 Reduced 1.39%	5,050 $398,000
Q4 2021 May 09, 2022	BUY	$74.93 - $80.86 $383,716 - $414,084	5,121 New	5,121 $414,000

1,760

276M

1.92M

1.16M

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