Blue Rock Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Rock Wealth Management LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 21, 2025	BUY	$24.32 - $27.87 $217,396 - $249,129	8,939 New	8,939 $237 Million
Q1 2025 May 20, 2025	SELL	$27.01 - $28.54 $3.86 Million - $4.08 Million	-142,914 Reduced 92.33%	11,878 $332 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $4.17 Million - $13.1 Million	154,792 New	154,792 $4.23 Billion

2,058

866M

4.95M

2.61M

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