Verity Wealth Advisors Schwab Strategic U.S. Reit ETF Transaction History

Verity Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$13.54 - $24.27 $79,032 - $141,663	-5,837 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$22.24 - $24.07 $54,932 - $59,452	-2,470 Reduced 29.73%	5,837 $268,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,163 Added 16.28%	8,307 $369,000
Q1 2019 Apr 03, 2019	SELL	N/A	-1,009 Reduced 12.38%	7,144 $317,000
Q4 2018 Jan 25, 2019	BUY	N/A	8,153 New	8,153 $314,000

531

175M

22.2K

84.6K

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

Stay updated on Verity Wealth Advisors with notifications on news.