Wealth Management Resources, Inc. Schwab Strategic Tr Us Large C Transaction History

Wealth Management Resources, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$87.04 - $101.61 $47,001 - $54,869	-540 Reduced 14.75%	3,121 $314,000
Q1 2024 Apr 19, 2024	SELL	$80.6 - $93.32 $10,478 - $12,131	-130 Reduced 3.43%	3,661 $339,000
Q3 2023 Oct 24, 2023	BUY	$71.99 - $78.02 $38,586 - $41,818	536 Added 16.47%	3,791 $275,000
Q2 2023 Jul 11, 2023	BUY	$63.6 - $74.95 $8,268 - $9,743	130 Added 4.16%	3,255 $243,000
Q1 2023 Apr 10, 2023	BUY	$54.19 - $65.17 $169,343 - $203,656	3,125 New	3,125 $203,000
Q2 2022 Jul 22, 2022	SELL	$55.73 - $76.55 $181,178 - $248,864	-3,251 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$65.63 - $82.62 $106,780 - $134,422	1,627 Added 100.18%	3,251 $243,000
Q4 2021 Feb 10, 2022	BUY	$73.11 - $83.4 $118,730 - $135,441	1,624 New	1,624 $266,000

1,309

181M

140K

91.5K

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