Acorn Financial Advisory Services Inc Schwab Strategic Tr Intl Small Transaction History

Acorn Financial Advisory Services Inc

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$30.0 - $35.05 $102,780 - $120,081	-3,426 Reduced 9.07%	34,335 $1.2 Million
Q3 2023 Oct 10, 2023	SELL	$32.0 - $35.51 $7,232 - $8,025	-226 Reduced 0.59%	37,761 $1.22 Million
Q2 2023 Jul 20, 2023	BUY	$32.67 - $34.58 $14,080 - $14,903	431 Added 1.15%	37,987 $1.28 Million
Q1 2023 Apr 26, 2023	BUY	$31.54 - $34.93 $8,389 - $9,291	266 Added 0.71%	37,556 $1.27 Million
Q4 2022 Jan 20, 2023	BUY	$29.55 - $32.98 $177,861 - $198,506	6,019 Added 19.25%	37,290 $0

Q3 2022 Oct 12, 2022	BUY	N/A	13,182 Added 72.87%	31,271 $864,000
Q2 2022 Jul 12, 2022	BUY	N/A	1,028 Added 6.03%	18,089 $568,000
Q1 2022 Apr 18, 2022	BUY	N/A	698 Added 4.27%	17,061 $648,000
Q4 2021 Jan 31, 2022	BUY	N/A	2,226 Added 15.75%	16,363 $670,000
Q3 2021 Nov 15, 2021	BUY	N/A	1,146 Added 8.82%	14,137 $586,000
Q2 2021 Jul 23, 2021	BUY	N/A	12,991 New	12,991 $541,000
Q1 2021 Apr 12, 2021	SELL	N/A	-12,217 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	N/A	-448 Reduced 3.54%	12,217 $462,000
Q3 2020 Oct 15, 2020	SELL	N/A	-2,198 Reduced 14.79%	12,665 $411,000
Q2 2020 Jul 10, 2020	BUY	N/A	799 Added 5.68%	14,863 $439,000
Q1 2020 Apr 15, 2020	BUY	N/A	409 Added 3.0%	14,064 $341,000
Q4 2019 Jan 27, 2020	BUY	N/A	13,655 New	13,655 $471,000

405

88.1M

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