Wayfinding Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Wayfinding Financial, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$87.04 - $101.61 $182,958 - $213,584	2,102 New	2,102 $211,000
Q2 2023 Jul 31, 2023	BUY	$63.6 - $74.95 $194,616 - $229,347	3,060 New	3,060 $229,000
Q4 2022 Feb 09, 2023	SELL	$54.31 - $60.76 $55,341 - $61,914	-1,019 Reduced 20.75%	3,892 $541,000
Q3 2022 Nov 08, 2022	BUY	$55.81 - $69.25 $274,082 - $340,086	4,911 New	4,911 $274,000
Q1 2022 May 09, 2022	SELL	$65.63 - $82.62 $255,431 - $321,557	-3,892 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$73.11 - $83.4 $284,544 - $324,592	3,892 New	3,892 $541,000

1,310

181M

140K

91.5K

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

Stay updated on Wayfinding Financial, LLC with notifications on news.