Tilia Fiduciary Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History

Tilia Fiduciary Partners, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$47.08 - $51.7 $2,448 - $2,688	-52 Reduced 16.77%	258 $13,000
Q1 2023 May 10, 2023	SELL	$44.47 - $49.23 $844 - $935	-19 Reduced 5.78%	310 $14,000
Q4 2022 Feb 10, 2023	BUY	$41.94 - $47.81 $41 - $47	1 Added 0.3%	329 $14,000
Q3 2022 Oct 26, 2022	SELL	$41.99 - $50.63 $12,051 - $14,530	-287 Reduced 46.67%	328 $14,000
Q2 2022 Aug 01, 2022	SELL	$42.93 - $53.98 $128 - $161	-3 Reduced 0.49%	615 $27,000
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $15,187 - $17,566	309 Added 100.0%	618 $33,000
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $16,027 - $17,569	309 New	309 $35,000

1,182

167M

172K

20.7K

Get notified when there are updates to the investment portfolio of Tilia Fiduciary Partners, Inc., based on Form 13F filings with the SEC.

Stay updated on Tilia Fiduciary Partners, Inc. with notifications on news.