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

1,751

275M

1.92M

1.16M

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