Wbi Investments, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wbi Investments, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $30,038 - $34,267	-449 Reduced 5.52%	7,691 $585,000
Q3 2023 Nov 09, 2023	SELL	$70.63 - $75.66 $246,004 - $263,523	-3,483 Reduced 29.97%	8,140 $575,000
Q2 2023 Aug 07, 2023	SELL	$69.18 - $73.94 $8,785 - $9,390	-127 Reduced 1.08%	11,623 $844,000
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $825,790 - $916,852	11,750 New	11,750 $859,000
Q3 2022 Oct 26, 2022	BUY	$66.43 - $77.87 $11,293 - $13,237	170 Added 4.26%	4,158 $271,000
Q2 2022 Jul 25, 2022	BUY	$70.31 - $80.24 $280,396 - $319,997	3,988 New	3,988 $281,000

1,760

276M

1.92M

1.16M

Get notified when there are updates to the investment portfolio of Wbi Investments, Inc., based on Form 13F filings with the SEC.

Stay updated on Wbi Investments, Inc. with notifications on news.