Waterfront Wealth Inc. Schwab Strategic U.S. Reit ETF Transaction History

Waterfront Wealth Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	SELL	$18.34 - $19.64 $33,012 - $35,352	-1,800 Reduced 14.88%	10,300 $201,000
Q3 2022 Nov 01, 2022	SELL	$18.45 - $23.6 $6,420 - $8,212	-348 Reduced 2.8%	12,100 $230,000
Q1 2022 May 13, 2022	BUY	$22.75 - $26.16 $157,339 - $180,922	6,916 Added 125.02%	12,448 $314,000
Q4 2021 Feb 14, 2022	SELL	$22.99 - $26.35 $298 - $342	-13 Reduced 0.23%	5,532 $291,000
Q3 2021 Nov 02, 2021	BUY	$22.84 - $24.92 $296 - $323	13 Added 0.23%	5,545 $253,000
Q1 2021 Apr 23, 2021	BUY	$18.25 - $20.79 $100,959 - $115,010	5,532 New	5,532 $231,000

530

175M

22.2K

84.6K

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