Sheets Smith Wealth Management Vanguard Sht Trm Inflt Prot Fd Transaction History

Sheets Smith Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$50.05 - $51.06 $426,075 - $434,673	-8,513 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$51.18 - $52.61 $82,604 - $84,912	1,614 Added 23.39%	8,513 $438,000
Q3 2021 Oct 15, 2021	BUY	$51.92 - $52.8 $2,803 - $2,851	54 Added 0.79%	6,899 $363,000
Q2 2021 Aug 03, 2021	SELL	$51.54 - $52.44 $54,632 - $55,586	-1,060 Reduced 13.41%	6,845 $359,000
Q1 2021 Apr 23, 2021	BUY	$51.11 - $51.73 $613 - $620	12 Added 0.15%	7,905 $407,000
Q4 2020 Jan 13, 2021	SELL	$50.63 - $51.32 $7,594 - $7,698	-150 Reduced 1.86%	7,893 $403,000
Q1 2020 Apr 28, 2020	BUY	$46.79 - $49.92 $376,331 - $401,506	8,043 New	8,043 $392,000

811

1.1B

9.2K

100

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