Insight Wealth Strategies, LLC Schwab Strategic U.S. Mid Cap Transaction History

Insight Wealth Strategies, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 31, 2020	SELL	$39.01 - $57.03 $248,220 - $362,881	-6,363 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	$35.83 - $62.24 $8.13 Million - $14.1 Million	-226,774 Reduced 97.27%	6,363 $268,000
Q4 2019 Feb 21, 2020	BUY	$54.56 - $60.24 $150,149 - $165,780	2,752 Added 1.19%	233,137 $14 Million
Q3 2019 Nov 06, 2019	BUY	$56.23 - $57.59 $746,284 - $764,334	13,272 Added 6.11%	230,385 $13 Million
Q2 2019 Aug 06, 2019	BUY	N/A	119,272 Added 121.9%	217,113 $12.4 Million
Q1 2019 Apr 24, 2019	BUY	N/A	2,868 Added 3.02%	97,841 $5.42 Million
Q4 2018 Feb 12, 2019	BUY	N/A	94,973 New	94,973 $4.55 Million

948

108M

8.1K

3.6K

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