Wt Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Wt Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 30, 2020	SELL	$56.07 - $56.92 $1.35 Million - $1.37 Million	-24,038 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$54.35 - $56.24 $437,137 - $452,338	-8,043 Reduced 25.07%	24,038 $1.35 Million
Q1 2020 May 13, 2020	SELL	$50.33 - $56.09 $388,094 - $432,509	-7,711 Reduced 19.38%	32,081 $1.74 Million
Q4 2019 Jan 27, 2020	BUY	$53.21 - $54.14 $212 - $216	4 Added 0.01%	39,792 $2.13 Million
Q3 2019 Nov 06, 2019	BUY	$53.15 - $53.86 $2.11 Million - $2.14 Million	39,788 New	39,788 $2.14 Million

625

107M

100

1.8K

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Wt Wealth Management with notifications on news.