Wms Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Wms Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$16.76 - $20.95 $455,570 - $569,462	-27,182 Reduced 67.38%	13,158 $272,000
Q3 2023 Nov 09, 2023	SELL	$17.52 - $20.27 $21,829 - $25,256	-1,246 Reduced 3.0%	40,340 $716,000
Q2 2023 Aug 14, 2023	SELL	$18.34 - $19.64 $142,831 - $152,956	-7,788 Reduced 15.77%	41,586 $812,000
Q1 2023 May 12, 2023	SELL	$18.01 - $21.78 $12,787 - $15,463	-710 Reduced 1.42%	49,374 $962,000
Q4 2022 Feb 07, 2023	BUY	$17.68 - $20.46 $622,229 - $720,069	35,194 Added 236.36%	50,084 $966,000
Q3 2022 Nov 08, 2022	BUY	$18.45 - $23.6 $274,720 - $351,404	14,890 New	14,890 $278,000

533

175M

22.2K

84.6K

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