Wms Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Wms Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $4,537 - $5,714	119 Added 0.83%	14,435 $681,000
Q3 2023 Nov 09, 2023	SELL	$40.85 - $46.1 $9,150 - $10,326	-224 Reduced 1.54%	14,316 $592,000
Q2 2023 Aug 14, 2023	SELL	$39.91 - $43.82 $399 - $438	-10 Reduced 0.07%	14,540 $636,000
Q1 2023 May 12, 2023	SELL	$39.82 - $46.36 $37,470 - $43,624	-941 Reduced 6.07%	14,550 $610,000
Q4 2022 Feb 07, 2023	BUY	$38.25 - $43.54 $36,069 - $41,058	943 Added 6.48%	15,491 $627,000
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $547,732 - $667,753	14,548 New	14,548 $550,000

1,144

146M

55.6K

7.8K

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