Us Advisors Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Us Advisors Wealth Management, LLC

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	SELL	$47.8 - $49.0 $534,260 - $547,673	-11,177 Reduced 62.28%	6,769 $330,000
Q4 2022 Feb 10, 2023	BUY	$47.91 - $48.47 $408,432 - $413,206	8,525 Added 90.49%	17,946 $866,000
Q3 2022 Nov 14, 2022	SELL	N/A	-57 Reduced 0.6%	9,421 $455,000
Q2 2022 Aug 12, 2022	SELL	N/A	-64 Reduced 0.67%	9,478 $466,000
Q1 2022 Jun 08, 2022	SELL	N/A	-1,778 Reduced 15.71%	9,542 $473,000

Q4 2021 Feb 14, 2022	SELL	N/A	-2,221 Reduced 16.4%	11,320 $576,000
Q3 2021 Nov 03, 2021	BUY	N/A	13,541 New	13,541 $693,000
Q2 2021 Aug 09, 2021	SELL	N/A	-15,076 Closed	0 $0
Q1 2021 May 11, 2021	SELL	N/A	-149,610 Reduced 90.85%	15,076 $773,000
Q4 2020 Feb 11, 2021	SELL	N/A	-119,105 Reduced 41.97%	164,686 $8.46 Million
Q3 2020 Nov 04, 2020	SELL	N/A	-1,233 Reduced 0.43%	283,791 $14.6 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-60,740 Reduced 17.57%	285,024 $14.7 Million
Q1 2020 Apr 28, 2020	BUY	N/A	55,975 Added 19.32%	345,764 $17.9 Million
Q4 2019 Feb 14, 2020	BUY	N/A	17,574 Added 6.46%	289,789 $14.6 Million
Q3 2019 Nov 07, 2019	SELL	N/A	-18,225 Reduced 6.27%	272,215 $13.8 Million
Q2 2019 Aug 09, 2019	BUY	N/A	1,456 Added 0.5%	290,440 $14.7 Million
Q1 2019 May 06, 2019	BUY	N/A	58,487 Added 25.37%	288,984 $14.5 Million
Q4 2018 Feb 08, 2019	BUY	N/A	25,665 Added 12.53%	230,497 $11.5 Million
Q3 2018 Oct 25, 2018	BUY	N/A	20,535 Added 11.14%	204,832 $10.2 Million
Q2 2018 Oct 10, 2018	BUY	N/A	4,573 Added 2.54%	184,297 $9.17 Million
Q1 2018 Apr 18, 2018	BUY	N/A	15,923 Added 9.72%	179,724 $8.96 Million
Q4 2017 Mar 28, 2018	BUY	N/A	163,801	163,801 $0

614

169M

13.7K

20.1K

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