Leeward Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Leeward Financial Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$20.42 - $25.3 $172,855 - $214,164	8,465 New	8,465 $214,000
Q4 2024 Feb 12, 2025	BUY	$25.33 - $51.16 $106,943 - $215,997	4,222 Added 99.51%	8,465 $218,000
Q2 2024 Jul 30, 2024	SELL	$45.24 - $49.04 $193,808 - $210,087	-4,284 Reduced 50.24%	4,243 $201,000
Q1 2024 Apr 19, 2024	SELL	$44.84 - $49.24 $54,525 - $59,875	-1,216 Reduced 12.48%	8,527 $419,000
Q4 2023 Jan 26, 2024	BUY	$38.13 - $48.02 $371,500 - $467,858	9,743 New	9,743 $460,000

1,328

261M

104K

2.1K

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