Kelly Financial Services LLC Schwab Fundamental U S Large C Transaction History

Kelly Financial Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 17, 2024	SELL	$49.93 - $59.29 $368,683 - $437,797	-7,384 Closed	0 $0
Q1 2022 Jul 17, 2024	BUY	$55.41 - $59.9 $303,813 - $328,431	5,483 Added 288.43%	7,384 $432 Million
Q4 2021 Jul 17, 2024	BUY	$54.44 - $58.74 $102,456 - $110,548	1,882 Added 9905.26%	1,901 $111 Million
Q3 2021 Jul 17, 2024	SELL	$52.82 - $56.3 $53,612 - $57,144	-1,015 Reduced 98.16%	19 $1.02 Million
Q2 2021 Jul 17, 2024	BUY	$52.09 - $56.08 $52,871 - $56,921	1,015 Added 5342.11%	1,034 $19,000
Q3 2020 Jul 17, 2024	BUY	$36.46 - $41.42 $36 - $41	1 Added 5.56%	19 $722,000
Q3 2019 Jul 17, 2024	BUY	$39.35 - $40.14 $708 - $722	18 New	18 $716,000

593

193M

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