Wells Financial Advisors Inc Schwab Strategic Tr Us Broad M Transaction History

Wells Financial Advisors Inc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$42.93 - $53.98 $29,793 - $37,462	-694 Reduced 91.56%	64 $3,000
Q1 2022 Apr 25, 2022	BUY	$49.15 - $56.85 $15,039 - $17,396	306 Added 67.7%	758 $40,000
Q1 2021 May 12, 2021	SELL	$44.89 - $48.81 $628 - $683	-14 Reduced 3.0%	452 $44,000
Q4 2020 Feb 11, 2021	BUY	$39.03 - $45.5 $18,187 - $21,203	466 New	466 $42,000

1,146

165M

188K

19.4K

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