Wealthquest Corp Schwab Strategic Tr Us Large C Transaction History

Wealthquest Corp

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 11, 2020	SELL	$42.21 - $55.29 $198,387 - $259,863	-4,700 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$54.73 - $60.25 $46,301 - $50,971	-846 Reduced 15.25%	4,700 $282,000
Q3 2019 Oct 18, 2019	SELL	$56.56 - $57.5 $105,823 - $107,582	-1,871 Reduced 25.23%	5,546 $314,000
Q2 2019 Jul 22, 2019	SELL	N/A	-1,164 Reduced 13.56%	7,417 $416,000
Q1 2019 Apr 18, 2019	BUY	N/A	912 Added 11.89%	8,581 $469,000
Q4 2018 Jan 23, 2019	BUY	N/A	7,669 New	7,669 $378,000

836

112M

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