Wealth Trust Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Trust Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$80.6 - $93.32 $21,278 - $24,636	-264 Reduced 4.95%	5,069 $469,000
Q4 2023 Feb 08, 2024	SELL	$70.08 - $83.37 $441,223 - $524,897	-6,296 Reduced 54.14%	5,333 $442,000
Q3 2023 Nov 08, 2023	BUY	$71.99 - $78.02 $837,171 - $907,294	11,629 New	11,629 $845,000
Q1 2022 May 27, 2022	SELL	$65.63 - $82.62 $3.8 Million - $4.79 Million	-57,972 Closed	0 $0
Q4 2021 May 27, 2022	BUY	$73.11 - $83.4 $104,693 - $119,428	1,432 Added 2.53%	57,972 $9.49 Million
Q3 2021 Oct 27, 2021	BUY	$73.24 - $78.94 $2.25 Million - $2.43 Million	30,742 Added 119.16%	56,540 $8.37 Million
Q2 2021 Jul 09, 2021	BUY	$65.3 - $73.24 $1.68 Million - $1.89 Million	25,798 New	25,798 $3.77 Million

1,309

181M

140K

91.5K

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